Overview
Assets Under Management: $571 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 147
Average Client Assets: $2.6 million
Frequently Asked Questions
INVESTMENT MANAGEMENT OF VIRGINIA, LLC 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 #108687), INVESTMENT MANAGEMENT OF VIRGINIA, LLC is subject to fiduciary duty under federal law.
INVESTMENT MANAGEMENT OF VIRGINIA, LLC is headquartered in RICHMOND, VA.
INVESTMENT MANAGEMENT OF VIRGINIA, LLC serves 147 high-net-worth clients according to their SEC filing dated May 16, 2023. View client details ↓
According to their SEC Form ADV, INVESTMENT MANAGEMENT OF VIRGINIA, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
INVESTMENT MANAGEMENT OF VIRGINIA, LLC manages $571 million in client assets according to their SEC filing dated May 16, 2023.
According to their SEC Form ADV, INVESTMENT MANAGEMENT OF VIRGINIA, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 147
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.49%
Average Client Assets: $2.6 million
Total Client Accounts: 469
Discretionary Accounts: 468
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 108687
Filing ID: 1762510
Last Filing Date: 2023-05-16 13:38:00