C
$11.9M Total AUM
$11.9M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-22-2023
- Office Locations
- 1
Office Locations
2806 E Broad Street Richmond VA
About Chimborazo Investment Research
Chimborazo Investment Research is a Richmond-based RIA. The firm has been operating for 2 years. Managing $11.9M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Truist Bank.
Team overview
-- AVG AGE
$11.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Vernon Chester Plack
Chief Compliance Officer, Managing Member
- CRD
- #2065398
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,942,651 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,942,651 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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