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Building 2PINENO LEVIN & FORD ASSET MANAGEMENT, INC.

Map pinRICHMOND, VA
Phone804-288-3772
NotebookSEC #801-47333
Total AUM
$371M
Employees
7
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7275 GLEN FOREST DRIVE
SUITE 206
RICHMOND
VA 23226
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
804-288-3772

ReceiptFinancials

Total AUM
$371M
Accounts
408
Discretionary
$360.3M
Accounts
398
Non-Discretionary
$10.7M
Accounts
10

ContactClients

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Individual Clients
42
AUM
$24.8M
HNW Individual Clients
95
AUM
$317.8M
Pension/Profit Sharing Plan Clients
1
AUM
$16.8M
Charitable Organization Clients
1
AUM
$11.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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