100 South Mason Street
Suite C
Harrisonburg, Virginia 22801
Tel: (540) 433-3076
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 298283 |
SEC# | 801-113908 |
Assets Managed by Firm | $1,081,499,052 |
No. of Clients | 1217 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1217 | $1,081,499,052 |
Individuals (other than high net worth individuals) | 146 | $52,704,919 |
High net worth individuals | 227 | $857,693,111 |
Pension and profit sharing plans | 10 | $39,249,606 |
Charitable organizations | 16 | $95,252,571 |
Corporations or other businesses | 9 | $36,598,845 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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