BROCKENBROUGH

1802 Bayberry Ct.
Suite 400
Richmond, Virginia 23226-3767
Tel: 804-288-0404

About BROCKENBROUGH

BROCKENBROUGH, formally registered with the SEC as BROCKENBROUGH. The firm was established in 07/01/1970. They have over 1 offices throughout the country.

BROCKENBROUGH is a Richmond, Virginia based Financial Planning firm with nearly $4,822,664,354 assets under management, offering retirement planning & investment advisory services to 1129 clients. The firm is staffed with 31 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105142
SEC#	801-6691
Assets Managed by Firm	$4,822,664,354
No. of Clients	1129
No. of Advisors	31

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1129	$4,822,664,354
Individuals (other than high net worth individuals)	119	$33,366,121
High net worth individuals	345	$1,768,155,029
Pension and profit sharing plans	4	$21,013,682
Charitable organizations	36	$1,278,029,817
Corporations or other businesses	18	$165,304,801

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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

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