CARY STREET PARTNERS

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

About CARY STREET PARTNERS

CARY STREET PARTNERS, formally registered with the SEC as CARY STREET PARTNERS. The firm was established in 08/12/2005. They have over 16 offices throughout the country.

CARY STREET PARTNERS is a Richmond, Virginia based Financial Planning firm with nearly $5,512,469,144 assets under management, offering retirement planning & investment advisory services to 11387 clients. The firm is staffed with 134 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128545
SEC#	801-64239
Assets Managed by Firm	$5,512,469,144
No. of Clients	11387
No. of Advisors	134

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Commision Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	11387	$5,512,469,144
Individuals (other than high net worth individuals)	3065	$804,211,608
High net worth individuals	1479	$3,939,118,491
Pension and profit sharing plans	170	$498,481,057
Charitable organizations	50	$95,407,067
Corporations or other businesses	22	$65,399,560

Inquire with CARY STREET PARTNERS

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