Shannon Borum, financial advisor Richmond VA
93 score

Shannon Borum

CRD Number: 4553226
Current Firm: Agincourt Capital Management, LLC

Shannon Borum (CRD# 4553226) is an Investment Advisor Representative working at Agincourt Capital Management, LLC in Richmond, VA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Agincourt Capital Management, LLC Richmond, VA Jan 2000 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2000
Contact Info for Shannon M. Borum
Phone Number: 804-648-1111
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    5,605
    MILLIONS
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $20,160,174
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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