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Building 2RICHMOND QUANTITATIVE ADVISORS, LLC

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Phone(804) 347-0126
NotebookSEC #801-131453
Total AUM
$60M
Employees
2
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 6:00PM
Monday - Friday
Phone
(804) 347-0126

ReceiptFinancials

Total AUM
$60M
Accounts
84
Discretionary
$50.7M
Accounts
82
Non-Discretionary
$9.3M
Accounts
2

ContactClients

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Individual Clients
28
AUM
$4.5M
HNW Individual Clients
16
AUM
$21.9M
Investment Company Clients
1
AUM
$31.1M
Pooled Vehicle Clients
1
AUM
$2.4M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

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Disclosures

None reported

State Registrations
VA

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

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