DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
WEALTHCROSSING
Tel: 804-237-1700
1001 Haxall Point Suite 705
Richmond, Virginia 23219
WEALTHCROSSING
WEALTHCROSSING is a Richmond, Virginia based financial advisory firm with nearly $1,134,816,590 in assets under management and provides investment advisory services for 1315 clients. There are currently 18 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Other (TAX PREPARATION & PLANNING)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
132513
SEC#:
801-64185
No. of Clients:
1315
Assets under Management
$1,134,816,590
No. of Advisors:
18
More Financial Advisory Firms in Richmond, Massachusetts
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | 1264 |
| WELLINGTON MANAGEMENT COMPANY LLP | 106595 | 2021 |
| GEODE CAPITAL MANAGEMENT, LLC | 115504 | 161 |
| SSGA FUNDS MANAGEMENT, INC. | 111242 | 243 |
| STRATEGIC ADVISERS LLC | 104555 | 269 |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 288590 | 15424 |
More Firms in Richmond, Massachusetts >>