Tattersall Advisory Group Inc (Richmond)

Name: Tattersall Advisory Group Inc
Address: 6802 Paragon Place, Richmond, VA, 23230
Telephone: 804-289-2663

Tattersall Advisory Group Inc is a large advisory firm based in Richmond. It manages $905.99 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Georgia, and 13 other states.

Tattersall Advisory Group provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tattersall Advisory Group: assets under management

The assets under management (AUM) of Tattersall Advisory Group Inc is $905.99 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $905.99 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $28.31 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tattersall Advisory Group Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tattersall Advisory Group Inc

Donald A. Mcmullen has been acting as President since 1 Jun 1999. Christopher Paul Conkey has served as the Chief Investment Officer since 1 Oct 2004. N.A. Wells Fargo Bank joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William M. Ennis	Director	1 Mar 1999	Other	4367818
William Douglas Munn	Director	1 Mar 1999	Other	1990843
Fred Thomas Tattersall	Managing director, ceo	1 Jun 1999	Other	1719646
Robert Allen Calhoun	Managing director, chief investment officer	1 Jun 1999	Other	1951231
Kevin David Girts	Managing director, chief operating officer	1 Jun 1999	Other	1719645
Eleanor Lee Wellford	Managing director	1 Jun 1999	Other	1719592
Donald A. Mcmullen	Director	1 Jun 1999	Other	4367812
First Union National Bank	Shareholder, owner	1 Jun 1999	75% - 100%	56-2136803
First Union Corporation	Shareholder, parent company	1 Jun 1999	75% - 100%	56-2136803
Wachovia Corporation	Shareholder, parent company	1 Jun 1999	75% - 100%	56-2136803
National Association Wachovia Bank	Shareholder, owner	1 Jun 1999	75% - 100%	56-2136803
Donald Andrew Mcmullen	Director	1 Jun 1999	Other	4367812
N.A. Wachovia Bank	Owner	1 Jun 1999	75% - 100%	56-2136803
Dennis Henry Ferro	Director	1 Jul 1999	Other	2477513
Craig David Truitt	Managing director	1 Jul 2000	Other	1254434
Richard Scott Gershen	Director	1 Nov 2000	Other	2192421
Michael Howard Koonce	Chief legal officer	1 Nov 2000	Other	2315714
Eimco Trust (Mbt)	Shareholder	1 Jan 2001	75% - 100%	52-2289758
Thomas Butler Burton	Chief compliance officer	1 Sep 2004	Other	1197663
Christopher Paul Conkey	Chief investment officer	1 Oct 2004	Other	2671158
Parham Mahjoob Behrooz	Vice president, managing director	1 Dec 2004	Other	2775815
Lisa Brown Premo	Managing director, cio,liquidity and structured solutions	1 Dec 2007	Other	2079840
Christine James	Managing director, chief operating officer	1 Dec 2007	Other	5469291
James David Germany	Chief investment officer	1 Aug 2008	Other	1748523
Jaime Utano	Chief compliance officer	1 Oct 2009	Other	4247983
N.A. Wells Fargo Bank	Owner	1 Mar 2010	75% - 100%	94-1347393

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Wells Fargo & Company	Shareholder	1 Sep 1998	75% - 100%	41-0449260
Wells Fargo & Company	Shareholder	1 Nov 1998	25% - 50%	41-0449260
Wfc Holdings Corporation	Shareholder	1 Nov 1998	50% - 75%	41-1921346
Wells Fargo & Company	Shareholder	1 Dec 2008	75% - 100%	41-0449260
Wachovia Corporation	Shareholder	1 Jan 2009	75% - 100%	26-3918610

Based in Richmond

The principal office where Tattersall Advisory Group Inc performs its advisory services is located at 6802 Paragon Place, Richmond, VA 23230, which is also the mailing address of the firm. An additional office of the firm is in Charlotte, NC. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 804-289-2663 or by fax 804-285-7219. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.tagfolio.com.