Overview
Assets Under Management: $654 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 3
Average Client Assets: $48 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.88
Average High-Net-Worth Client Assets: $48 million
Total Client Accounts: 1,760
Discretionary Accounts: 1,561
Non-Discretionary Accounts: 199
Regulatory Filings
CRD Number: 293020
Filing ID: 1932249
Last Filing Date: 2025-03-20 08:40:00
Website: https://cdfva.com