Overview
Assets Under Management: $579 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 395
Average Client Assets: $684,779
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 395
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.82
Average High-Net-Worth Client Assets: $684,779
Total Client Accounts: 824
Discretionary Accounts: 824
Regulatory Filings
CRD Number: 104925
Last Filing Date: 2024-03-27 00:00:00
Website: https://nasdaq.com