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Building 2TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC

Map pinRICHMOND, VA
Phone(804) 964-2500
NotebookSEC #801-111901
Total AUM
$304.3M
Employees
5
Clients
394

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1021 EAST CARY STREET
SUITE 2100
RICHMOND
VA 23219
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(804) 964-2500

ReceiptFinancials

Total AUM
$304.3M
Accounts
787
Discretionary
$231.8M
Accounts
574
Non-Discretionary
$72.5M
Accounts
213

ContactClients

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Individual Clients
262
AUM
$54.5M
HNW Individual Clients
131
AUM
$249.7M
Pension/Profit Sharing Plan Clients
1
AUM
$128.2K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NCSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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