Investment Management Of Virginia, LLC is a large advisory firm based in Richmond. It manages $448.68 million of regulatory assets for 487 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Colorado, District of Columbia, and 13 other states.
Investment Management Of Virginia provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Investment Management Of Virginia, LLC is $448.68 million. The firm's AUM has grown by 66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Investment Management Of Virginia, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Bradley Hunt Gunter is high net worth individuals with 111 clients and $267.08 million of assets under management. Among the 7 most similar advisory firms, Investment Management Of Virginia has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $421.6 million for 464 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Investment Management Of Virginia doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Bradley Hunt Gunter has been acting as President since 1 Jul 2000. Catherine Hodges Newins joined the executive team most recently as the Chief Compliance Officer.
The principal office where Investment Management Of Virginia, LLC performs its advisory services is located at 919 East Main Street, Richmond, VA 23219 The mailing address of the firm is P.O. Box 1156, Richmond, VA 23218 1156. An additional office of the firm is in Charlottesville, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 804-643-1100 or by fax 804-643-7599. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at imva.net.