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Building 2TRADITION ASSET MANAGEMENT LLC

Map pinRICHMOND, VA
Phone804-340-8100
NotebookSEC #801-115047
Total AUM
$726.5M
Employees
21
Clients
420

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
901 EAST BYRD STREET
SUITE 1001
RICHMOND
VA 23219
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
804-340-8100
Other Offices
1

ReceiptFinancials

Total AUM
$726.5M
Accounts
420
Discretionary
$706.1M
Accounts
416
Non-Discretionary
$20.4M
Accounts
4

ContactClients

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Individual Clients
174
AUM
$63.6M
HNW Individual Clients
221
AUM
$568.7M
Pension/Profit Sharing Plan Clients
13
AUM
$11.7M
Charitable Organization Clients
6
AUM
$8M
Government Entity Clients
1
AUM
$69.8M
Corporation or Business Clients
5
AUM
$4.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PENSION & RETIREMENT PLANS
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING & CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCFLMAMINCNJNYPATXVAVT

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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