1802 Bayberry Ct.
Suite 400
Richmond, Virginia 23226-3767
Tel: 804-288-0404
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.
SEC Current Status | Approved |
Firm CRD# | 105142 |
SEC# | 801-6691 |
Assets Managed by Firm | $4,240,933,931 |
No. of Clients | 1059 |
No. of Advisors | 30 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1059 | $4,240,933,931 |
Individuals (other than high net worth individuals) | 128 | $49,681,916 |
High net worth individuals | 340 | $1,393,721,339 |
Pension and profit sharing plans | 4 | $17,208,194 |
Charitable organizations | 34 | $1,262,477,558 |
Corporations or other businesses | 18 | $144,724,038 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$63,288,614,312 | 87 | 198 | |
$38,906,541,054 | 402 | 181 | |
$30,621,255,853 | 50 | 42 | |
$24,901,888,467 | 75 | 105 | |
$17,550,000,000 | 4952 | 67 |
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