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Building 2PETTYJOHN, WOOD & WHITE, INC.

Map pinLYNCHBURG, VA
Phone434-845-1266
NotebookSEC #801-13803
Total AUM
$1B
Employees
6
Clients
592

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1925 ATHERHOLT ROAD
LYNCHBURG
VA 24501
United States
Operating Hours
8:30 A.M.TO 5:00 P.M.
Monday - Friday
Phone
434-845-1266

ReceiptFinancials

Total AUM
$1B
Accounts
1,016
Discretionary
$1B
Accounts
1,016
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
275
AUM
$106.4M
HNW Individual Clients
287
AUM
$823.6M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
3
AUM
$13.3M
Charitable Organization Clients
9
AUM
$54.4M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
12
AUM
$25.3M
Other Clients
1
AUM
$0
Description of Other Clients
NONE

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGALAMDNCNHNYOHSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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