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Home > Retirement Planners > california > el dorado hills > 1607 CAPITAL PARTNERS, LLC
1607 CAPITAL PARTNERS, LLC
13 S. 13th Street
Suite 400
Richmond, Virginia 23219
Tel: 804.525.1750
About 1607 CAPITAL PARTNERS, LLC
1607 CAPITAL PARTNERS, LLC, formally registered with the SEC as 1607 CAPITAL PARTNERS, LLC. The firm was established in 09/14/2007. They have over 1 offices throughout the country.
1607 CAPITAL PARTNERS, LLC is a Richmond, Virginia based Financial Planning firm with nearly $4,347,576,784 assets under management, offering retirement planning & investment advisory services to 23 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144758 |
| SEC# | 801-68322 |
| Assets Managed by Firm | $4,347,576,784 |
| No. of Clients | 23 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 23 | $4,347,576,784 |
| High net worth individuals | Fewer than 5 clients | $31,447,777 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,195,844,978 |
| Charitable organizations | 9 | $963,011,435 |
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