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Building 2KIMBLE ADVISORY, LLC

Map pinRICHMOND, VA
Phone(804) 793-0784
NotebookSEC #801-120449
Total AUM
$103.9M
Employees
2
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6806 PARAGON PLACE
SUITE 250
RICHMOND
VA 23230
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(804) 793-0784

ReceiptFinancials

Total AUM
$103.9M
Accounts
214
Discretionary
$101.3M
Accounts
203
Non-Discretionary
$2.5M
Accounts
11

ContactClients

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Individual Clients
18
AUM
$4.6M
HNW Individual Clients
42
AUM
$68.5M
Pension/Profit Sharing Plan Clients
1
AUM
$383.6K
Charitable Organization Clients
1
AUM
$3.8M
Corporation or Business Clients
1
AUM
$26.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

HandshakeAffiliates

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

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