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GODSEY & GIBB WEALTH MANAGEMENT
RICHMOND, VA
804-285-7333
SEC #801-23685Total AUM
$1.6B
Employees
23Clients
836Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6806 PARAGON PL, STE 230
RICHMOND
VA 23230
United States
RICHMOND
VA 23230
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
804-285-7333
Other Offices
4
Financials
Total AUM
$1.6B
Accounts
1,876Discretionary
$1.6B
Accounts
1,860Non-Discretionary
$10M
Accounts
16
Clients
Individual Clients
307AUM
$171.9M
HNW Individual Clients
440AUM
$1.2B
Banking Clients
23AUM
$40.4M
Pension/Profit Sharing Plan Clients
38AUM
$36.9M
Charitable Organization Clients
9AUM
$23.4M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
14AUM
$99.4M
Other Clients
1AUM
$0
Description of Other Clients
NONE
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING FEES, TAX PREPARATION FEES
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.