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Building 2JAMES RIVER ASSET MANAGEMENT, LLC

Map pinMIDLOTHIAN, VA
Phone804-323-0517
NotebookSEC #801-112743
Total AUM
$273.8M
Employees
9
Clients
426

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15521 MIDLOTHIAN TNPK.
SUITE 100
MIDLOTHIAN
VA 23113
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
804-323-0517

ReceiptFinancials

Total AUM
$273.8M
Accounts
1,254
Discretionary
$254.3M
Accounts
1,128
Non-Discretionary
$19.5M
Accounts
126

ContactClients

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Individual Clients
307
AUM
$84.7M
HNW Individual Clients
104
AUM
$184.7M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
6
AUM
$2.6M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
3
AUM
$1.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNCSCVA

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

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