Claim Profile
AL

Anita Marie Lavin

REDMOND ASSET MANAGEMENT, LLC·HENRICO, Virginia
Unclaimed Profile
410 NORTH RIDGE ROAD, HENRICO, VA 23229CRD# 2382389Firm CRD# 138706
01

About

Anita Marie Lavin is a registered financial advisor based in HENRICO, Virginia, affiliated with REDMOND ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
REDMOND ASSET MANAGEMENT, LLC
REDMOND ASSET MANAGEMENT, LLC
AUM
$378M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Other: SUBSCRIPTION FEE FOR MODEL PORTFOLIO
Regulatory
SEC/IARD CRD# 2382389
Firm CRD# 138706
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HENRICO?

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

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 Anita Marie Lavin offer?
Anita Marie Lavin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HENRICO, Virginia for a consultation.
What are Anita Marie Lavin's credentials?
Anita Marie Lavin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anita Marie Lavin located?
Anita Marie Lavin is based in HENRICO, Virginia, working with REDMOND ASSET MANAGEMENT, LLC. Their office serves clients in the HENRICO metropolitan area and surrounding communities.
How does Anita Marie Lavin charge for services?
Anita Marie Lavin's firm is compensated through percentage of aum, other: subscription fee for model portfolio. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REDMOND ASSET MANAGEMENT, LLC?
REDMOND ASSET MANAGEMENT, LLC has approximately 4 employees and manages $378M 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 →
Browse by specialty