Overview
Assets Under Management: $159 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 207
Average Client Assets: $662,533
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 207
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.30
Average High-Net-Worth Client Assets: $662,533
Total Client Accounts: 289
Discretionary Accounts: 289
Regulatory Filings
CRD Number: 41353
Last Filing Date: 2024-11-15 00:00:00
Website: https://thompsondavis.com