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Home > Retirement Planners > virginia > lynchburg > PETTYJOHN, WOOD & WHITE, INC.
PETTYJOHN, WOOD & WHITE, INC.
1925 Atherholt Road
Lynchburg, Virginia 24501
Tel: 434-845-1266
About PETTYJOHN, WOOD & WHITE, INC.
PETTYJOHN, WOOD & WHITE, INC, formally registered with the SEC as PETTYJOHN, WOOD & WHITE, INC. The firm was established in 05/10/1978. They have over 1 offices throughout the country.
PETTYJOHN, WOOD & WHITE, INC. is a Lynchburg, Virginia based Financial Planning firm with nearly $734,420,311 assets under management, offering retirement planning & investment advisory services to 970 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106403 |
| SEC# | 801-13803 |
| Assets Managed by Firm | $734,420,311 |
| No. of Clients | 970 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Other (HOURLY AND FIXED FEES FOR FINANCIAL PLANNING SERVICES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 970 | $734,420,311 |
| Individuals (other than high net worth individuals) | 299 | $101,493,121 |
| High net worth individuals | 247 | $559,793,761 |
| Pension and profit sharing plans | 6 | $12,169,340 |
| Charitable organizations | 7 | $42,353,918 |
| Corporations or other businesses | 10 | $18,610,171 |
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