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COBBLESTONE ASSET MANAGEMENT
9011 Arboretum Parkway
Suite 180
Richmond, Virginia 23236
Tel: 804-272-8272
About COBBLESTONE ASSET MANAGEMENT
COBBLESTONE ASSET MANAGEMENT, formally registered with the SEC as COBBLESTONE ASSET MANAGEMENT. The firm was established in 07/03/2023. They have over 1 offices throughout the country.
COBBLESTONE ASSET MANAGEMENT is a Richmond, Virginia based Financial Planning firm with nearly $180,834,039 assets under management, offering retirement planning & investment advisory services to 767 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326545 |
| SEC# | 801-128273 |
| Assets Managed by Firm | $180,834,039 |
| No. of Clients | 767 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 767 | $180,834,039 |
| Individuals (other than high net worth individuals) | 277 | $97,485,131 |
| High net worth individuals | 32 | $76,869,129 |
| Corporations or other businesses | Fewer than 5 clients | $6,479,779 |
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