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Building 2COBBLESTONE ASSET MANAGEMENT

Map pinRICHMOND, VA
Phone804-272-8272
NotebookSEC #801-128273
Total AUM
$258.9M
Employees
4
Clients
434

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11449 ROBIOUS ROAD
RICHMOND
VA 23235
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
804-272-8272

ReceiptFinancials

Total AUM
$258.9M
Accounts
1,042
Discretionary
$258.9M
Accounts
1,042
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
400
AUM
$157.3M
HNW Individual Clients
32
AUM
$96.1M
Charitable Organization Clients
1
AUM
$282.4K
Corporation or Business Clients
1
AUM
$5.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAMDNCSCTXVA

HandshakeAffiliates

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

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