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Alice Warner Handy

INVESTURE, LLC·CHARLOTTESVILLE, Virginia
Unclaimed Profile
126 GARRETT STREET, CHARLOTTESVILLE, VA 22902CRD# 2443627Firm CRD# 130099
01

About

Alice Warner Handy is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with INVESTURE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
INVESTURE, LLC
INVESTURE, LLC
AUM
$32.2B
Regulatory assets under management
Employees
47
Total firm employees
View all advisors at INVESTURE, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2443627
Firm CRD# 130099
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alice Warner Handy offer?
Alice Warner Handy specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Alice Warner Handy's credentials?
Alice Warner Handy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alice Warner Handy located?
Alice Warner Handy is based in CHARLOTTESVILLE, Virginia, working with INVESTURE, LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.
How does Alice Warner Handy charge for services?
Alice Warner Handy's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTURE, LLC?
INVESTURE, LLC has approximately 47 employees and manages $32.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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