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Brian Christopher Mcphee Bassett

CASTLE HILL ASSET MANAGEMENT LLC·CHARLOTTESVILLE, Virginia
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400 EAST MAIN STREET, CHARLOTTESVILLE, VA 22902CRD# 2655188Firm CRD# 152604
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About

Brian Christopher Mcphee Bassett is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with CASTLE HILL ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
CASTLE HILL ASSET MANAGEMENT LLC
CASTLE HILL ASSET MANAGEMENT LLC
AUM
$1.5B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at CASTLE HILL ASSET MANAGEMENT LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2655188
Firm CRD# 152604
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Christopher Mcphee Bassett offer?
Brian Christopher Mcphee Bassett specializes in Retirement Planning. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Brian Christopher Mcphee Bassett's credentials?
Brian Christopher Mcphee Bassett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Christopher Mcphee Bassett located?
Brian Christopher Mcphee Bassett is based in CHARLOTTESVILLE, Virginia, working with CASTLE HILL ASSET MANAGEMENT LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.
How does Brian Christopher Mcphee Bassett charge for services?
Brian Christopher Mcphee Bassett's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASTLE HILL ASSET MANAGEMENT LLC?
CASTLE HILL ASSET MANAGEMENT LLC has approximately 18 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHARLOTTESVILLE
Ian Paterson Brown — CASTLE HILL ASSET MANAGEMENT LLCTimothy Selig Mullen — SWIFT RUN CAPITAL MANAGEMENT, LLCPhilip Oakman Garland — SWIFT RUN CAPITAL MANAGEMENT, LLCDaniel Paul Goodall — SWIFT RUN CAPITAL MANAGEMENT, LLCJaime Ward Vieser — CASTLE HILL ASSET MANAGEMENT LLC
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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