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Building 2BENEFIT FIDUCIARY GROUP LLC

Map pinRICHMOND, VA
Phone804-457-2309
NotebookSEC #801-113176
Total AUM
$529.4M
Employees
2
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6802 PARAGON PLACE
SUITE 126
RICHMOND
VA 23230
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
804-457-2309

ReceiptFinancials

Total AUM
$529.4M
Accounts
47
Discretionary
$204.8M
Accounts
31
Non-Discretionary
$324.6M
Accounts
16

ContactClients

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Pension/Profit Sharing Plan Clients
47
AUM
$529.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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