National Retirement Planning Experts

National Coverage
Local Professionals

GRAVES LIGHT LENHART

100 South Mason Street
Suite C
Harrisonburg, Virginia 22801
Tel: (540) 433-3076

Need a Financial Advisor?
Compare Vetted Advisors

About GRAVES LIGHT LENHART

GRAVES LIGHT LENHART, formally registered with the SEC as GRAVES LIGHT LENHART. The firm was established in 08/24/2018. They have over 2 offices throughout the country.

GRAVES LIGHT LENHART is a Harrisonburg, Virginia based Financial Planning firm with nearly $1,081,499,052 assets under management, offering retirement planning & investment advisory services to 1217 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#298283
SEC#801-113908
Assets Managed by Firm$1,081,499,052
No. of Clients1217
No. of Advisors10

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters

Firm Client Information

No. of ClientsAUM
Firm Total1217$1,081,499,052
Individuals (other than high net worth individuals)146$52,704,919
High net worth individuals227$857,693,111
Pension and profit sharing plans10$39,249,606
Charitable organizations16$95,252,571
Corporations or other businesses9$36,598,845

More Retirement Planning firms in Harrisonburg, Virginia:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
SANDS CAPITAL MANAGEMENT, LLC
1000 Wilson Blvd., Suite 3000
Arlington, VA, 22209
$45,003,485,534354181
INVESTURE, LLC
240 W Main Street, Suite 500
Charlottesville, VA, 22902
$32,231,415,1805347
STRATEGIC INVESTMENT MANAGEMENT, LLC
1001 19th St. N.17th Fl.
Arlington, VA, 22209-1722
$26,988,658,3968499
VEST FINANCIAL LLC
8350 Broad St, Suite 240
Mclean, VA, 22102-5150
$24,381,015,4589427
THOMPSON SIEGEL & WALMSLEY LLC
6641 West Broad Street, Suite 600
Richmond, VA, 23230
$20,812,400,000477568

Explore More Retirement Advisors in Harrisonburg, Virginia