AdvisorOS Directory
Claim Profile
JV

Jaime Ward Vieser

CASTLE HILL ASSET MANAGEMENT LLC·CHARLOTTESVILLE, Virginia
Unclaimed Profile
400 EAST MAIN STREET, CHARLOTTESVILLE, VA 22902CRD# 2182480Firm CRD# 152604
01

About

Jaime Ward Vieser 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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

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
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2182480
Firm CRD# 152604
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHARLOTTESVILLE?

Browse all registered financial advisors in CHARLOTTESVILLE, Virginia or claim this profile if it's yours.

Browse CHARLOTTESVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jaime Ward Vieser offer?
Jaime Ward Vieser specializes in Retirement Planning. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Jaime Ward Vieser's credentials?
Jaime Ward Vieser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jaime Ward Vieser located?
Jaime Ward Vieser 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 Jaime Ward Vieser charge for services?
Jaime Ward Vieser'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHARLOTTESVILLE
Brian Christopher Mcphee Bassett — CASTLE HILL ASSET MANAGEMENT LLCIan Paterson Brown — CASTLE HILL ASSET MANAGEMENT LLCTimothy Selig Mullen — SWIFT RUN CAPITAL MANAGEMENT, LLCPhilip Oakman Garland — SWIFT RUN CAPITAL MANAGEMENT, LLCJody Ann Banks — HUNTER LEWIS 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile