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Building 2FOUNDERS GROVE WEALTH PARTNERS, LLC

Map pinRICHMOND, VA
Phone(804) 910-0001
NotebookSEC #801-130329
Total AUM
$532.3M
Employees
4
Clients
169

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6802 PARAGON PLACE
SUITE 300
RICHMOND
VA 23230
United States
Operating Hours
9AM-5PM
BY APPOINTMENT ONLY
Phone
(804) 910-0001

ReceiptFinancials

Total AUM
$532.3M
Accounts
702
Discretionary
$532.3M
Accounts
702
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
50
AUM
$26.1M
HNW Individual Clients
119
AUM
$506.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLMDNCTXVA

HandshakeAffiliates

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

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