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Building 2FLIPPIN BRUCE & PORTER INC

Map pinLYNCHBURG, VA
Phone434-845-4900
NotebookSEC #801-24187
Total AUM
$586.7M
Employees
13
Clients
438

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 MAIN STREET
2ND FLOOR
LYNCHBURG
VA 24504-1508
United States
Operating Hours
8:00AM-5:00PM ET
Monday - Friday
Phone
434-845-4900

ReceiptFinancials

Total AUM
$586.7M
Accounts
438
Discretionary
$586.7M
Accounts
438
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
391
AUM
$461M
Investment Company Clients
2
AUM
$57.7M
Pension/Profit Sharing Plan Clients
8
AUM
$24.7M
Charitable Organization Clients
26
AUM
$24.4M
Corporation or Business Clients
11
AUM
$18.8M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PROVIDE PORTFOLIO-MODELING RESEARCH; PROVIDE RETIREMENT ACCOUNT CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ASSETS UNDER A RESEARCH PROVIDER ARRANGEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGAKSLAMAMDMOMSNCNJNYOHPASCTNTXVAWA

HandshakeAffiliates

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

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