FIRST MARKET BANK FINANCIAL GUIDANCE GROUP
Total AUM
$131.6M
Employees
151Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
111 VIRGINIA STREET, SUITE 200
RICHMOND
VA 23219
USA
RICHMOND
VA 23219
USA
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
(804) 327-7500
Financials
Total AUM
$131.6M
Accounts
252Discretionary
$129.4M
Accounts
246Non-Discretionary
$2.2M
Accounts
6
Clients
None reported
Services
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
Compliance
Disclosures
None reported
State Registrations
TXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.