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Home > Retirement Planners > virginia > richmond > TAYLOR HOFFMAN CAPITAL MANAGEMENT
TAYLOR HOFFMAN CAPITAL MANAGEMENT
1021 East Cary Street
Suite 2100
Richmond, Virginia 23219
Tel: 804-964-2500
About TAYLOR HOFFMAN CAPITAL MANAGEMENT
TAYLOR HOFFMAN CAPITAL MANAGEMENT, formally registered with the SEC as TAYLOR HOFFMAN CAPITAL MANAGEMENT. The firm was established in 06/10/2020. They have over 1 offices throughout the country.
TAYLOR HOFFMAN CAPITAL MANAGEMENT is a Richmond, Virginia based Financial Planning firm with nearly $388,683,830 assets under management, offering retirement planning & investment advisory services to 1006 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309329 |
| SEC# | 801-118886 |
| Assets Managed by Firm | $388,683,830 |
| No. of Clients | 1006 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1006 | $388,683,830 |
| Individuals (other than high net worth individuals) | 298 | $71,035,005 |
| High net worth individuals | 99 | $310,109,491 |
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