PETTYJOHN, WOOD & WHITE, INC.
Lynchburg, VA
AUM
$1.02B
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM
434-845-1266
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in VA, LYNCHBURG
4 advisers found
MONTVUE CAPITAL MANAGEMENT, INC.
Lynchburg, VA
AUM
$357.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
434-455-2795
LEGACY WEALTH MANAGEMENT GROUP, INC.
Lynchburg, VA
AUM
$289.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
434-266-1214
SERVUS CAPITAL MANAGEMENT
Lynchburg, VA
AUM
$30.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
434-316-0246