Overview
Assets Under Management: $20.8 billion
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 56
Average Client Assets: $12 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.10
Average High-Net-Worth Client Assets: $12 million
Total Client Accounts: 4,775
Discretionary Accounts: 1,334
Non-Discretionary Accounts: 3,441
Regulatory Filings
CRD Number: 105726
Filing ID: 1990202
Last Filing Date: 2025-05-16 15:03:00
Website: https://tswinvest.com