A
$9.1M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-23-2002
- Office Locations
- 1
Office Locations
C/O Robin S. Gnatowsky, P.c. 4860 COX Road, Suite 200 Glen Allen VA
About Accounting Advisory Services, L.l.c.
Accounting Advisory Services, L.l.c. is a Glen Allen-based RIA. The firm has been operating for 24 years. Managing $9.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$9.1M AVG AUM / ADVISOR
$827.4K AVG AUM / CLIENT
24.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Available
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Services
Available
Owner & Executives
R
ROBIN SCOTT GNATOWSKY
Manager, Wealth Management Advisor
- CRD
- #2049044
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,545,486 | -- |
| Non-Discretionary | $4,555,569 | -- |
| Total | $9,101,055 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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