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Building 2MIDATLANTIC CAPITAL MANAGEMENT, INC.

Map pinRICHMOND, VA
Phone804-272-9200
NotebookSEC #801-64887
Total AUM
$477M
Employees
2
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11448 ROBIOUS ROAD
RICHMOND
VA 23235
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
804-272-9200

ReceiptFinancials

Total AUM
$477M
Accounts
323
Discretionary
$273.4M
Accounts
303
Non-Discretionary
$203.6M
Accounts
20

ContactClients

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Individual Clients
70
AUM
$20.1M
HNW Individual Clients
76
AUM
$197.7M
Pension/Profit Sharing Plan Clients
20
AUM
$203.6M
Charitable Organization Clients
2
AUM
$50M
Corporation or Business Clients
2
AUM
$4.8M
Other Clients
2
AUM
$734.6K
Description of Other Clients
ESOP AND CASH BALANCE PLAN

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

HandshakeAffiliates

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

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