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Building 2MANUKA FINANCIAL

Map pin
Phone804-293-0397
NotebookSEC #801-130599
Total AUM
$218.1M
Employees
2
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
804-293-0397

ReceiptFinancials

Total AUM
$218.1M
Accounts
253
Discretionary
$218.1M
Accounts
253
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$4M
HNW Individual Clients
50
AUM
$214.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXVA

HandshakeAffiliates

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

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