Overview
Assets Under Management: $704 million
Headquarters: CHARLOTTESVILLE, VA
High-Net-Worth Clients: 155
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 155
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.63
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 827
Discretionary Accounts: 822
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 108341
Last Filing Date: 2025-02-10 00:00:00
Website: https://anculbertson.com