Pettyjohn Co is a large advisory firm based in Lynchburg. It manages $364.69 million of regulatory assets for 730 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, New Hampshire, New York, and 4 other states.
Pettyjohn provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pettyjohn Co is $364.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Pettyjohn Co for their services and products based on a percentage of assets under management. 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.
Joyce Hawkins Williams has been acting as President since 1 Apr 1991. Eric J Sorenson joined the executive team most recently as the Director/Chief Compliance Officer.
The principal office where Pettyjohn Co performs its advisory services is located at 1925 Atherholt Road, Lynchburg, VA 24501 The mailing address of the firm is P. O. Box 310, Lynchburg, VA 24505. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 434-845-1266 or by fax 434-845-2904. The normal business hours are 8:30 a.m.to 5:00 p.m. on Monday - Friday.