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Commonwealth Retirement Investments Llc
Richmond, Virginia
5.0
1 Review
Commonwealth Retirement Investments LLC is a local investment advisory firm based out of Richmond, VA, specializing in retirement investment strategies. With over 220 individual clients and a remarkable $210,069,000 in assets under management, they have established themselves as a trusted resource for their clients' financial needs.
At Commonwealth Retirement Investments LLC, their team of eight dedicated professionals, including six investment advisors, brings a wealth of experience to the table. Their expertise lies in managing employer 401Ks and individual portfolios, making them well-versed in navigating the intricacies of re...see more
Assets Under Mgmt
$210.07M
Investment Professionals
6
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
Reviews for Commonwealth Retirement Investments Llc
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