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

Building 2THOMPSON DAVIS ASSET MANAGEMENT

Map pinRICHMOND, VA
Phone804-644-6380
NotebookSEC #801-120472
Total AUM
$211.3M
Employees
9
Clients
300

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9030 STONY POINT PKWY, STE 100
RICHMOND
VA 23235
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
804-644-6380

ReceiptFinancials

Total AUM
$211.3M
Accounts
300
Discretionary
$211.3M
Accounts
300
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
88
AUM
$61M
HNW Individual Clients
206
AUM
$142.4M
Pooled Vehicle Clients
1
AUM
$4.1M
Corporation or Business Clients
5
AUM
$3.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
FLNCTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account