CRD: 151510
Virginia Estate AND Retirement Planning Advisors, Inc.
$103.4M Total AUM
$101.9M Disc. AUM
-- 3Y CAGR
2 Employees
128 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Comerica Bank · Folio Investments · Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-08-2009
- Office Locations
- 1
Office Locations
4870 Sadler Road Suite 300 Glen Allen VA
About Virginia Estate AND Retirement Planning Advisors, Inc.
Virginia Estate AND Retirement Planning Advisors, Inc. is a Glen Allen-based RIA. The firm has been operating for 16 years. Managing $103.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Comerica Bank.
Team overview
-- AVG AGE
$51.7M AVG AUM / ADVISOR
$807.8K AVG AUM / CLIENT
9.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
THOMAS PAUL MARSHALL
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1941207
- Ownership
- 75% or more
Available
Available
Available
T
TODD CHARLES KUIMJIAN
Chief Financial Officer, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #2490131
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,850,774 | -- |
| Non-Discretionary | $1,546,022 | -- |
| Total | $103,396,796 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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