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CARY STREET PARTNERS ASSET MANAGEMENT
RICHMOND, VA
804-340-8100
SEC #801-110994Total AUM
$1.4B
Employees
49Clients
1,837Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
901 EAST BYRD STREET
SUITE 1001
RICHMOND
VA 23219
United States
SUITE 1001
RICHMOND
VA 23219
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
804-340-8100
Other Offices
2
Financials
Total AUM
$1.4B
Accounts
3,451Discretionary
$1.4B
Accounts
3,450Non-Discretionary
$26.1M
Accounts
1
Clients
Individual Clients
1,196AUM
$282.3M
HNW Individual Clients
608AUM
$997M
Investment Company Clients
1AUM
$91M
Pension/Profit Sharing Plan Clients
8AUM
$11.8M
Charitable Organization Clients
10AUM
$7.5M
Government Entity Clients
1AUM
$0
Insurance Company Clients
1AUM
$26.1M
Corporation or Business Clients
12AUM
$32.3M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.