Brockenbrough

Brockenbrough (CRD# 105142) is a financial advisory firm headquartered in Richmond, VA. They manage $4,822,664,354 in 1,129 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
1802 Bayberry Ct., Suite 400, Richmond, VA 23226
http://jamestownfunds.com
By the Numbers
  • Total Assets Under Management
    4,823
    MILLION
  • Total Number of Accounts
    1,129
    ACCOUNTS
  • Average Account Value
    $4,271,625
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, GA, LA, MA, MD, MI, NC, NY, PA, SC, TX, VA, WA, WV

Financial Advisors at Brockenbrough
Showing 11 - 16 of 16 top financial advisors.
11
David Lyons, financial advisor Richmond VA
David A. Lyons
CRD#: 1624727
1802 Bayberry Ct., Richmond, VA 23226

David Lyons (CRD# 1624727) is an Investment Advisor Representative working at Brockenbrough in Richmond, VA and has over 30 years of experience in the finance industry.

12
Page Reece, financial advisor Richmond VA
Page T. Reece
CRD#: 1023228
1802 Bayberry Ct, Richmond, VA 23226

Page Reece (CRD# 1023228) is an Investment Advisor Representative working at Brockenbrough in Richmond, VA and has over 30 years of experience in the finance industry.

13
Walter Robertson, financial advisor Richmond VA
Walter S. Robertson
CRD#: 4443678
1802 Bayberry Ct Ste 400, Richmond, VA 23226

Walter Robertson (CRD# 4443678) is an Investment Advisor Representative working at Brockenbrough in Richmond, VA and has over 19 years of experience in the finance industry.

14
Matthew Shaia, financial advisor Richmond VA
Matthew P. Shaia
CRD#: 5682510
1802 Bayberry Ct., Suite 400, Richmond, VA 23226

Matthew Shaia (CRD# 5682510) is an Investment Advisor Representative working at Brockenbrough in Richmond, VA and has over 13 years of experience in the finance industry.

15
Richard Skeppstrom, financial advisor Richmond VA
Richard H. Skeppstrom
CRD#: 2317079
1802 Bayberry Ct., Suite 400, Richmond, VA 23226

Richard Skeppstrom (CRD# 2317079) is an Investment Advisor Representative working at Brockenbrough in Richmond, VA and has over 31 years of experience in the finance industry.

16
Martin King, financial advisor Richmond VA
Martin K. King
CRD#: 6967126
1802 Bayberry Ct., Suite 400, Richmond, VA 23226

Martin King (CRD# 6967126) is an Investment Advisor Representative working at Brockenbrough in Richmond, VA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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