Gardner & Robertson, Inc. (Richmond)
Gardner & Robertson, Inc. is an adviser based in Richmond. It manages $52.95 million of regulatory assets for 136 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Virginia.
Gardner & Robertson provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Gardner & Robertson: assets under management
The assets under management (AUM) of Gardner & Robertson, Inc. is $52.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Gardner & Robertson, Inc. for their services and products based on a percentage of assets under management and subscription 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.
Careers at Gardner & Robertson, Inc.
Thomas Clifton Robertson has been acting as President since 1 Oct 1997. Charles Harold Gardner joined the executive team most recently as the Retired Owner.
Direct owners and executive officers
Based in Richmond
The principal office where Gardner & Robertson, Inc. performs its advisory services is located at 107 South 1 St Street, Richmond, VA 23219, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 804-205-1261 or by fax 804-591-1546. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday.
Registered investment advisers similar to Gardner & Robertson, Inc.
- Lasalle Investment & Business Management Services
- Rocky Mountain Planning Group
- The Daniel Financial Group
- Williams Financial Consultants
- Albitz Miloe & Associates
- Entrepreneurshares
- Richview Advisors
- Frank Financial Services
- Tsai Capital Corporation
- Littlefield Asset Mgmt
- Aurora Financial Group
- Matrix Advisory
- Akaris Global Partners
- Focus Investment
- Financial Resources Tax And Financial Consulting Services