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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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