2 West Marshall Street
Middleburg, Virginia 20117
Tel: 540-687-8923
AKRE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as AKRE CAPITAL MANAGEMENT, LLC. The firm was established in 01/12/2000. They have over 1 offices throughout the country.
AKRE CAPITAL MANAGEMENT, LLC is a Middleburg, Virginia based Financial Planning firm with nearly $14,784,344,321 assets under management, offering retirement planning & investment advisory services to 268 clients. The firm is staffed with 12 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 109242 |
SEC# | 801-57156 |
Assets Managed by Firm | $14,784,344,321 |
No. of Clients | 268 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 268 | $14,784,344,321 |
Individuals (other than high net worth individuals) | 126 | $49,652,143 |
High net worth individuals | 114 | $269,176,706 |
Pension and profit sharing plans | 2 | $1,399,304 |
Charitable organizations | 6 | $14,933,048 |
Corporations or other businesses | 16 | $397,923,283 |
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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