Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
541886751
SEC advisor number
801-55696
FINRA CRD number
109247
AUM ?
$5.22 bn
(as of 11 May 20)
Accounts
45
(as of 11 May 20)
Employees
69
(37 investment advisory or research)
Address
Private Advisors
RIVERFRONT PLAZA WEST
901 EAST BYRD STREET, SUITE 1400
RICHMOND
VA 23219
RIVERFRONT PLAZA WEST
901 EAST BYRD STREET, SUITE 1400
RICHMOND
VA 23219
Phone
8042896000
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
13 Feb 23
13F-NT
Notice of holdings reported by another manager
14 Nov 22
13F-NT
Notice of holdings reported by another manager
15 Aug 22
13F-NT
Notice of holdings reported by another manager
16 May 22
13F-NT
Notice of holdings reported by another manager
14 Feb 22
13F-NT
Notice of holdings reported by another manager
15 Nov 21
13F-NT
Notice of holdings reported by another manager
16 Aug 21
13F-NT
Notice of holdings reported by another manager
14 May 21
13F-NT
Notice of holdings reported by another manager
16 Feb 21
13F-HR
Quarterly holdings report by institutional manager
13 Nov 20