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BROCKENBROUGH
RICHMOND, VA
804-288-0404
SEC #801-6691Total AUM
$5.5B
Employees
31Clients
568Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
920 LIBBIE AVE.
SUITE 201
RICHMOND
VA 23226-2050
United States
SUITE 201
RICHMOND
VA 23226-2050
United States
Operating Hours
8:30A.M.-5:00P.M.
Monday - Friday
Monday - Friday
Phone
804-288-0404
Financials
Total AUM
$5.5B
Accounts
568Discretionary
$4.8B
Accounts
566Non-Discretionary
$657.3M
Accounts
2
Clients
Individual Clients
118AUM
$33.9M
HNW Individual Clients
364AUM
$2.3B
Investment Company Clients
1AUM
$65.8M
Pooled Vehicle Clients
20AUM
$1.5B
Pension/Profit Sharing Plan Clients
3AUM
$17.7M
Charitable Organization Clients
41AUM
$833.8M
Government Entity Clients
1AUM
$554.5M
Corporation or Business Clients
20AUM
$209.2M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CACOFLGALAMAMDMINCNYPASCTXVAWAWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.