1607 CAPITAL PARTNERS, LLC

13 S. 13th Street
Suite 400
Richmond, Virginia 23219
Tel: 804.525.1750

About 1607 CAPITAL PARTNERS, LLC

1607 CAPITAL PARTNERS, LLC, formally registered with the SEC as 1607 CAPITAL PARTNERS, LLC. The firm was established in 09/14/2007. They have over 1 offices throughout the country.

1607 CAPITAL PARTNERS, LLC is a Richmond, Virginia based Financial Planning firm with nearly $3,903,035,396 assets under management, offering retirement planning & investment advisory services to 27 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144758
SEC#	801-68322
Assets Managed by Firm	$3,903,035,396
No. of Clients	27
No. of Advisors	17

Fee Structure

A Percentage of AUM
Performance Based

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	27	$3,903,035,396
High net worth individuals	Fewer than 5 clients	$30,500,344
Pension and profit sharing plans	5	$1,186,042,382
Charitable organizations	11	$872,340,099

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