GRAVES LIGHT LENHART
Harrisonburg, Virginia
5.0
1 Review
Graves Light Lenhart is a prominent investment advisory firm located in Harrisonburg, VA. With over 120 individual clients and an impressive $933,662,000 in assets under management, the firm has established itself as a trusted partner in wealth management. With its main office in Harrisonburg, Graves Light Lenhart caters to a diverse range of clients, both locally and beyond. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and capacity to effectively handle employer funds. A remarkable 97% of the assets they manage are discretionary, showcasing their comm...
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Assets Under Mgmt

$933.66M

Investment Professionals

6

Locations

0

% 401K & Individual

7%

% Discretionary

97%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Publication of periodicals or newsletters
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