6806 Paragon Pl, Ste 230
Richmond, Virginia 23230
Tel: 804-285-7333
GODSEY & GIBB WEALTH MANAGEMENT, formally registered with the SEC as GODSEY & GIBB WEALTH MANAGEMENT. The firm was established in 03/05/1985. They have over 2 offices throughout the country.
GODSEY & GIBB WEALTH MANAGEMENT is a Richmond, Virginia based Financial Planning firm with nearly $1,253,775,111 assets under management, offering retirement planning & investment advisory services to 1757 clients. The firm is staffed with 25 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105650 |
SEC# | 801-23685 |
Assets Managed by Firm | $1,253,775,111 |
No. of Clients | 1757 |
No. of Advisors | 25 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1757 | $1,253,775,111 |
Individuals (other than high net worth individuals) | 273 | $119,198,128 |
High net worth individuals | 441 | $985,601,516 |
Pension and profit sharing plans | 37 | $27,919,508 |
Charitable organizations | 9 | $19,367,687 |
Corporations or other businesses | 14 | $63,690,919 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
Explore More Retirement Advisors in Richmond, Virginia