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Building 2FIRST MARKET BANK FINANCIAL GUIDANCE GROUP

Map pinRICHMOND, VA
Phone(804) 327-7500
NotebookSEC #801-62444
Total AUM
$131.6M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 VIRGINIA STREET, SUITE 200
RICHMOND
VA 23219
USA
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(804) 327-7500

ReceiptFinancials

Total AUM
$131.6M
Accounts
252
Discretionary
$129.4M
Accounts
246
Non-Discretionary
$2.2M
Accounts
6

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
WRAP FEE PROGRAMS

Shield checkCompliance

Disclosures

None reported

State Registrations
TXVA

HandshakeAffiliates

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

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