Overview
Assets Under Management: $214 million
Headquarters: WHITE STONE, VA
High-Net-Worth Clients: 12
Average Client Assets: $11.5 million
Frequently Asked Questions
DUNTON AMMON GRESHAM JR is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112070), DUNTON AMMON GRESHAM JR is subject to fiduciary duty under federal law.
DUNTON AMMON GRESHAM JR is headquartered in WHITE STONE, VA.
DUNTON AMMON GRESHAM JR serves 12 high-net-worth clients according to their SEC filing dated April 09, 2024. View client details ↓
According to their SEC Form ADV, DUNTON AMMON GRESHAM JR offers portfolio management for individuals and selection of other advisors. View all service details ↓
DUNTON AMMON GRESHAM JR manages $214 million in client assets according to their SEC filing dated April 09, 2024.
According to their SEC Form ADV, DUNTON AMMON GRESHAM JR serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.31%
Average Client Assets: $11.5 million
Total Client Accounts: 16
Discretionary Accounts: 12
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 112070
Filing ID: 1862997
Last Filing Date: 2024-04-09 16:53:00