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 $1,164,118,972 assets under management, offering retirement planning & investment advisory services to 1705 clients. The firm is staffed with 25 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105650 |
SEC# | 801-23685 |
Assets Managed by Firm | $1,164,118,972 |
No. of Clients | 1705 |
No. of Advisors | 25 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1705 | $1,164,118,972 |
Individuals (other than high net worth individuals) | 281 | $94,529,205 |
High net worth individuals | 424 | $945,416,189 |
Pension and profit sharing plans | 31 | $23,835,852 |
Charitable organizations | 13 | $21,368,763 |
Corporations or other businesses | 13 | $51,872,985 |
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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