CARY STREET PARTNERS ASSET MANAGEMENT

901 East Byrd Street
Suite 1001
Richmond, Virginia 23219
Tel: 804-340-8100

About CARY STREET PARTNERS ASSET MANAGEMENT

CARY STREET PARTNERS ASSET MANAGEMENT, formally registered with the SEC as CARY STREET PARTNERS ASSET MANAGEMENT. The firm was established in 07/11/2017. They have over 3 offices throughout the country.

CARY STREET PARTNERS ASSET MANAGEMENT is a Richmond, Virginia based Financial Planning firm with nearly $1,481,458,222 assets under management, offering retirement planning & investment advisory services to 2921 clients. The firm is staffed with 47 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289178
SEC#	801-110994
Assets Managed by Firm	$1,481,458,222
No. of Clients	2921
No. of Advisors	47

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2921	$1,481,458,222
Individuals (other than high net worth individuals)	1031	$245,604,035
High net worth individuals	454	$805,812,783
Pension and profit sharing plans	9	$34,018,428
Charitable organizations	9	$5,871,388
Corporations or other businesses	7	$29,730,208

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