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Building 2CAMPBELL DEEGAN FINANCIAL, LLC

Map pinRICHMOND, VA
Phone(804) 913-1112
NotebookSEC #801-109951
Total AUM
$354.3M
Employees
4
Clients
523

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8730 STONY POINT PKWY.
SUITE 100
RICHMOND
VA 23235
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(804) 913-1112

ReceiptFinancials

Total AUM
$354.3M
Accounts
1,223
Discretionary
$0
Accounts
0
Non-Discretionary
$354.3M
Accounts
1,223

ContactClients

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Individual Clients
339
AUM
$230.3M
HNW Individual Clients
184
AUM
$124M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAMANJNYVAWA

HandshakeAffiliates

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

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