1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CAMPBELL DEEGAN FINANCIAL

Map pinRICHMOND, VA
Phone804-913-1114
NotebookSEC #801-112661
Total AUM
$745.1M
Employees
7
Clients
770

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8730 STONY POINT PARKWAY
SUITE 100
RICHMOND
VA 23235
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
804-913-1114

ReceiptFinancials

Total AUM
$745.1M
Accounts
1,855
Discretionary
$578.1M
Accounts
1,548
Non-Discretionary
$166.9M
Accounts
307

ContactClients

View more in analytics →

Individual Clients
571
AUM
$174.1M
HNW Individual Clients
195
AUM
$568.7M
Corporation or Business Clients
4
AUM
$2.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILLAMAMDMINCNENJNYPASCTNTXVAWAWIWV

HandshakeAffiliates

View all affiliates →

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

Feature requires an account