Riggs Steigerwald Inc. (Leesburg)

Riggs Steigerwald Inc. is a large advisory firm based in Leesburg. It manages $132.79 million of regulatory assets for 284 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of District of Columbia, Maryland, North Carolina, and Virginia.

Riggs Steigerwald provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Riggs Steigerwald: assets under management

The assets under management (AUM) of Riggs Steigerwald Inc. is $132.79 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $132.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $467.58 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Riggs Steigerwald Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Riggs Steigerwald Inc.

James Arthur Riggs has been acting as President since 1 Jun 1996. Jeffrey Andrew Gordon joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Arthur Riggs	Chairman/ceo/secy./treasurer	1 Jun 1996	50% - 75%	1024950
John Stephen Steigerwald	President	1 Jun 1996	25% - 50%	2613033
Jeffrey Andrew Gordon	Vice president	1 Oct 2005	Other	2790564

Based in Leesburg

The principal office where Riggs Steigerwald Inc. performs its advisory services is located at 891 A Harrison Street, S.E., Leesburg, VA 20175, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.