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 $4,347,576,784 assets under management, offering retirement planning & investment advisory services to 23 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144758
SEC#	801-68322
Assets Managed by Firm	$4,347,576,784
No. of Clients	23
No. of Advisors	18

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	23	$4,347,576,784
High net worth individuals	Fewer than 5 clients	$31,447,777
Pension and profit sharing plans	Fewer than 5 clients	$1,195,844,978
Charitable organizations	9	$963,011,435

More Retirement Planning firms in Richmond, Virginia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209	$45,003,485,534	354	181
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	$32,231,415,180	53	47
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

Explore More Retirement Advisors in Richmond, Virginia

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.