Overview
Assets Under Management: $554 million
Headquarters: LYNCHBURG, VA
High-Net-Worth Clients: 347
Average Client Assets: $1.2 million
Frequently Asked Questions
FLIPPIN BRUCE & PORTER INC 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 #105718), FLIPPIN BRUCE & PORTER INC is subject to fiduciary duty under federal law.
FLIPPIN BRUCE & PORTER INC is headquartered in LYNCHBURG, VA.
FLIPPIN BRUCE & PORTER INC serves 347 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, FLIPPIN BRUCE & PORTER INC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
FLIPPIN BRUCE & PORTER INC manages $554 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, FLIPPIN BRUCE & PORTER INC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 347
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.69%
Average Client Assets: $1.2 million
Total Client Accounts: 391
Discretionary Accounts: 391
Regulatory Filings
CRD Number: 105718
Filing ID: 1171054
Last Filing Date: 2018-03-29 11:44:00