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Investment Consultants & Management Co Of Virginia (Richmond)


Investment Consultants & Management Co Of Virginia is a large advisory firm based in Richmond. It manages $246.39 million of regulatory assets for 2,059 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Maryland, North Carolina, Texas, and Virginia.

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Investment Consultants & Management Co Of Virginia provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and market timing services. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment Consultants & Management Co Of Virginia: assets under management

The assets under management (AUM) of Investment Consultants & Management Co Of Virginia is $246.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $246.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $119.66 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investment Consultants & Management Co Of Virginia for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Richmond

The principal office where Investment Consultants & Management Co Of Virginia performs its advisory services is located at 823 E Main Street, 14 Th Fl, Richmond, VA 23219, which is also the mailing address of the firm. An additional office of the firm is in Marion, VA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-648-0014 or by fax 804-648-9221. The normal business hours are 8:15 a.m. - 5:15 p.m. on Monday - Friday. You can find more information about the New York firm at www.icmv.com.


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