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PETTYJOHN, WOOD & WHITE, INC.

1925 Atherholt Road
Lynchburg, Virginia 24501
Tel: 434-845-1266

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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 StatusApproved
Firm CRD#106403
SEC#801-13803
Assets Managed by Firm$734,420,311
No. of Clients970
No. of Advisors6

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 ClientsAUM
Firm Total970$734,420,311
Individuals (other than high net worth individuals)299$101,493,121
High net worth individuals247$559,793,761
Pension and profit sharing plans6$12,169,340
Charitable organizations7$42,353,918
Corporations or other businesses10$18,610,171

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