Cobblestone Asset Management

Cobblestone Asset Management (CRD# 326545) is a financial advisory firm headquartered in Richmond, VA. They manage $146,254,572 in 569 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
9011 Arboretum Parkway, Suite 180, Richmond, VA 23236
https://www.facebook.com/cobblestoneassetmanagement
By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    569
    ACCOUNTS
  • Average Account Value
    $257,038
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CA, FL, GA, NC, TX, VA

Financial Advisors at Cobblestone Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Richard Krafcik, financial advisor Richmond VA
Richard R. Krafcik
CRD#: 5011270
9011 Arboretum Parkway, Suite 180, Richmond, VA 23236

Richard Krafcik (CRD# 5011270) is an Investment Advisor Representative working at Cobblestone Asset Management in Richmond, VA and has over 18 years of experience in the finance industry.

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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