James River Asset Management, LLC

James River Asset Management, LLC (CRD# 117917) is a financial advisory firm headquartered in Midlothian, VA. They manage $149,107,917 in 646 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
15521 Midlothian Tnpk., Suite 100, Midlothian, VA 23113
http://www.jamesriverwealth.com
By the Numbers
  • Total Assets Under Management
    149
    MILLION
  • Total Number of Accounts
    646
    ACCOUNTS
  • Average Account Value
    $230,817
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, NC, VA

Financial Advisors at James River Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Alvin Miller, financial advisor Midlothian VA
Alvin H. Miller
CRD#: 1074249
15521 Midlothian Tnpk., Suite 100, Midlothian, VA 23113

Alvin Miller (CRD# 1074249) is an Investment Advisor Representative working at James River Asset Management, LLC in Midlothian, VA and has over 41 years of experience in the finance industry.

2
Charles Clement, financial advisor Midlothian VA
Charles E. Clement
CRD#: 6165425
15521 Midlothian Tnpk., Suite 100, Midlothian, VA 23113

Charles Clement (CRD# 6165425) is an Investment Advisor Representative working at James River Asset Management, LLC in Midlothian, VA and has over 3 years of experience in the finance industry.

3
Alok Upadhyaya, financial advisor Midlothian VA
Alok Upadhyaya
CRD#: 7405900
15521 Midlothian Tnpk., Suite 100, Midlothian, VA 23113

Alok Upadhyaya (CRD# 7405900) is an Investment Advisor Representative working at James River Asset Management, LLC in Midlothian, VA and has over 2 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals