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Building 2DUNTON AMMON GRESHAM JR

Map pinWHITE STONE, VA
Phone804-435-4000
NotebookSEC #801-54211
Total AUM
$214.2M
Employees
1
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
678 RAPPAHANNOCK DR
WHITE STONE
VA 22578-0005
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
804-435-4000

ReceiptFinancials

Total AUM
$214.2M
Accounts
16
Discretionary
$142.4M
Accounts
12
Non-Discretionary
$71.8M
Accounts
4

ContactClients

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HNW Individual Clients
12
AUM
$137.8M
Corporation or Business Clients
1
AUM
$4.7M
Other Clients
3
AUM
$71.8M
Description of Other Clients
NON DISCRETIONARY

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

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

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