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Building 2VIRGINIA CAPITAL STRATEGIES

Map pinROANOKE, VA
Phone540-527-3700
NotebookSEC #801-70187
Total AUM
$176.9M
Employees
4
Clients
129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 W. CHURCH AVE
SUITE 401
ROANOKE
VA 24011
United States
Operating Hours
8:30-5:30
Monday - Friday
Phone
540-527-3700

ReceiptFinancials

Total AUM
$176.9M
Accounts
359
Discretionary
$176.9M
Accounts
359
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
74
AUM
$59.6M
HNW Individual Clients
41
AUM
$99.7M
Pension/Profit Sharing Plan Clients
1
AUM
$392.9K
Charitable Organization Clients
1
AUM
$2.7M
Corporation or Business Clients
12
AUM
$14.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges 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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