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Building 2DIXON, HUBARD, FEINOUR & BROWN, INC.

Map pinROANOKE, VA
Phone540-343-9903
NotebookSEC #801-15740
Total AUM
$1.6B
Employees
23
Clients
1,094

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 S JEFFERSON STREET
SUITE 410
ROANOKE
VA 24011-2414
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
540-343-9903
Other Offices
2

ReceiptFinancials

Total AUM
$1.6B
Accounts
2,460
Discretionary
$1.6B
Accounts
2,381
Non-Discretionary
$11.3M
Accounts
79

ContactClients

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Individual Clients
590
AUM
$184.4M
HNW Individual Clients
397
AUM
$1.2B
Pension/Profit Sharing Plan Clients
7
AUM
$13.7M
Charitable Organization Clients
23
AUM
$60.2M
Government Entity Clients
1
AUM
$788.1K
Corporation or Business Clients
10
AUM
$31.4M
Other Clients
66
AUM
$82M
Description of Other Clients
FORMAL TRUSTS & ESTATES

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDCFLGAHIILMAMDNCNHNVNYPASCTNTXVAWIWV

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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