JAMES RIVER ASSET MANAGEMENT, LLC

15521 Midlothian Tnpk.
Suite 100
Midlothian, Virginia 23113
Tel: 804-323-0517

About JAMES RIVER ASSET MANAGEMENT, LLC

JAMES RIVER ASSET MANAGEMENT, LLC, formally registered with the SEC as JAMES RIVER ASSET MANAGEMENT, LLC. The firm was established in 03/30/2018. They have over 1 offices throughout the country.

JAMES RIVER ASSET MANAGEMENT, LLC is a Midlothian, Virginia based Financial Planning firm with nearly $149,107,917 assets under management, offering retirement planning & investment advisory services to 646 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117917
SEC#	801-112743
Assets Managed by Firm	$149,107,917
No. of Clients	646
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	646	$149,107,917
Individuals (other than high net worth individuals)	276	$64,451,720
High net worth individuals	64	$82,579,664
Charitable organizations	4	$2,076,533

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