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BROCKENBROUGH

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

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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 $4,240,933,931 assets under management, offering retirement planning & investment advisory services to 1059 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105142
SEC# 801-6691
Assets Managed by Firm $4,240,933,931
No. of Clients 1059
No. of Advisors 30

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total1059$4,240,933,931
Individuals (other than high net worth individuals)128$49,681,916
High net worth individuals340$1,393,721,339
Pension and profit sharing plans4$17,208,194
Charitable organizations34$1,262,477,558
Corporations or other businesses18$144,724,038
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