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Building 2INVESTMENT MANAGEMENT OF VIRGINIA, LLC

Map pinRICHMOND, VA
Phone804-643-1100
NotebookSEC #801-57765
Total AUM
$571.4M
Employees
10
Clients
469

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7231 FOREST AVENUE
SUITE 204
RICHMOND
VA 23226
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
804-643-1100
Other Offices
1

ReceiptFinancials

Total AUM
$571.4M
Accounts
469
Discretionary
$568.4M
Accounts
468
Non-Discretionary
$3M
Accounts
1

ContactClients

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Individual Clients
285
AUM
$101.3M
HNW Individual Clients
147
AUM
$385.6M
Pension/Profit Sharing Plan Clients
2
AUM
$3.8M
Charitable Organization Clients
15
AUM
$28.5M
Corporation or Business Clients
2
AUM
$18.3M
Other Clients
18
AUM
$33.9M
Description of Other Clients
WRAP ACCOUNTS

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CODCFLGALAMDNCNHNJPATXUTVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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