THOMPSON DAVIS ASSET MANAGEMENT
Richmond, Virginia
3.7
3 Reviews
Thompson Davis Asset Management is a reputable local investment advisory firm headquartered in Richmond, VA, with a single office. With a distinguished history, they have built a solid client base of over 80 individuals, entrusting them with their financial needs. Managing assets worth an impressive $116,180,000, Thompson Davis Asset Management possesses extensive expertise in discretionary asset management.
While their portfolio includes diverse investment vehicles, such as 401K and individual accounts, these represent less than 30% of their total assets under management. However, Thompson Davis Asset Management excels in managi...
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Assets Under Mgmt
$116.18M
Investment Professionals
8
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection of other advisers
Other Business Activities
Broker-dealer (Registered or unregistered)
Other Financial product salesperson
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
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