Overview

Assets Under Management: $1.2 billion
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 9
Average Client Assets: $56 million

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies

Clients

Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.95
Average High-Net-Worth Client Assets: $56 million
Total Client Accounts: 977
Discretionary Accounts: 977

Regulatory Filings

CRD Number: 146221
Filing ID: 1999418
Last Filing Date: 2025-07-16 09:35:00
Website: https://riverfrontig.com