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Building 2HERMITAGE WEALTH

Map pinRICHMOND, VA
Phone804-270-7877
NotebookSEC #801-134426
Total AUM
$37.5M
Employees
14
Clients
198

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3761 WESTERRE PARKWAY
SUITE G
RICHMOND
VA 23233
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
804-270-7877

ReceiptFinancials

Total AUM
$37.5M
Accounts
200
Discretionary
$7.6M
Accounts
3
Non-Discretionary
$29.9M
Accounts
197

ContactClients

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Individual Clients
193
AUM
$23.9M
HNW Individual Clients
4
AUM
$6.1M
Pension/Profit Sharing Plan Clients
1
AUM
$7.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCFLMDNCNHSCTNTXVAWV

HandshakeAffiliates

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

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