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Building 2COMMONWEALTH RETIREMENT INVESTMENTS LLC

Map pinRICHMOND, VA
Phone804-282-1238
NotebookSEC #801-108783
Total AUM
$377M
Employees
12
Clients
337

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9030 STONY POINT PARKWAY
SUITE 470
RICHMOND
VA 23235
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
804-282-1238

ReceiptFinancials

Total AUM
$377M
Accounts
1,001
Discretionary
$377M
Accounts
1,001
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
198
AUM
$75M
HNW Individual Clients
138
AUM
$302M
Charitable Organization Clients
1
AUM
$88.5K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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