Ned Davis Research, Inc. (Venice)
Ned Davis Research, Inc. is a pension cosultant based in Venice. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Georgia, and 3 other states.
Ned Davis Research provides pension consulting services, publication of newsletters, security ratings or pricing services, market timing services, and issues charts, graphs, etc & crs, model portfolio services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Ned Davis Research, Inc. for their services and products based on hourly charges, subscription fees, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Christopher Henry Courtauld Fordham serves?
The firm provides services to individuals, insurance companies, charitable organizations, other investment advisers, high net worth individuals, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Christopher Henry Courtauld Fordham is individuals with 5 clients and $0 of assets under management. Among the 8 most similar advisory firms, Ned Davis Research has the highest percentage of individuals out of all clients.
30% of the firm’s clients are foreign persons or businesses.
Ned Davis Research doesn't advise any private funds.
Careers at Ned Davis Research, Inc.
The company employs 89 people that are either part- or full-time employees. 58 percent of the employees work as investment advisers or researchers. 28 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Christopher Henry Courtauld Fordham has been acting as President since 1 Oct 2014. Euromoney Institutional Investor Plc joined the executive team most recently as the Shareholder Common Stock.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 5 indirect owners.Based in Venice
The principal office where Ned Davis Research, Inc. performs its advisory services is located at 600 Bird Bay Drive, West, Venice, FL 34285 8020, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 941-412-2300 or by fax 941-412-2303. The normal business hours are 8:30a.m. to 5:00p.m. on Monday - Friday. You can find more information about the New York firm at linkedin.com/company/ned-davis-research-inc..
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