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Building 2HARRISON & COMPANY WEALTH MANAGEMENT, LLC

Map pinROANOKE, VA
Phone540-204-9310
NotebookSEC #801-70156
Total AUM
$46M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24 CHURCH AVE SE
SUITE 202
ROANOKE
VA 24011
United States
Operating Hours
9:00AM -5:00 PM
Monday - Friday
Phone
540-204-9310

ReceiptFinancials

Total AUM
$46M
Accounts
235
Discretionary
$44.3M
Accounts
228
Non-Discretionary
$1.7M
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

HandshakeAffiliates

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

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