Hunter Michael Investment Advisors Inc (Midlothian)

Name: Hunter Michael Investment Advisors Inc
Address: 1650 Huguenot Rd, Midlothian, VA, 23113
Telephone: 804-378-7640

Hunter Michael Investment Advisors Inc is a pension cosultant based in Midlothian. It manages $974.17 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Virginia.

Hunter Michael Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hunter Michael Investment Advisors: assets under management

The assets under management (AUM) of Hunter Michael Investment Advisors Inc is $974.17 million. The firm's AUM has grown by 642% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in investment and business development companies the most. They account for 74% of the total AUM. The second-largest asset type is other assets, which make up 23% of the firm’s portfolio. Investments in non-exchange traded securities form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hunter Michael Investment Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, 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.

What kind of clients Dee Hunter Slaughter serves?

The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Dee Hunter Slaughter is pension and profit sharing plans with 8 clients and $938.86 million of assets under management. Among the 6 most similar advisory firms, Hunter Michael Investment Advisors has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $966.48 million for 37 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.

Hunter Michael Investment Advisors doesn't advise any private funds.

Careers at Hunter Michael Investment Advisors Inc

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dee Hunter Slaughter	President/chief compliance officer	1 Jan 1998	75% - 100%	2048039

Based in Midlothian

The principal office where Hunter Michael Investment Advisors Inc performs its advisory services is located at 1650 Huguenot Rd, Midlothian, VA 23113 The mailing address of the firm is P.O. Box 72875, Richmond, VA 23235. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-378-7640 or by fax 804-378-7646. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at huntermichael.com.