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Robert Lloyd Fitch

JAMES RIVER ASSET MANAGEMENT, LLC·MIDLOTHIAN, Virginia
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15521 MIDLOTHIAN TNPK., MIDLOTHIAN, VA 23113CRD# 208913Firm CRD# 117917
01

About

Robert Lloyd Fitch is a registered financial advisor based in MIDLOTHIAN, Virginia, affiliated with JAMES RIVER ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
JAMES RIVER ASSET MANAGEMENT, LLC
JAMES RIVER ASSET MANAGEMENT, LLC
AUM
$149M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at JAMES RIVER ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 208913
Firm CRD# 117917
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Lloyd Fitch offer?
Robert Lloyd Fitch specializes in Financial Planning, Investment Management. Contact their office in MIDLOTHIAN, Virginia for a consultation.
What are Robert Lloyd Fitch's credentials?
Robert Lloyd Fitch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Lloyd Fitch located?
Robert Lloyd Fitch is based in MIDLOTHIAN, Virginia, working with JAMES RIVER ASSET MANAGEMENT, LLC. Their office serves clients in the MIDLOTHIAN metropolitan area and surrounding communities.
How does Robert Lloyd Fitch charge for services?
Robert Lloyd Fitch's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JAMES RIVER ASSET MANAGEMENT, LLC?
JAMES RIVER ASSET MANAGEMENT, LLC has approximately 10 employees and manages $149M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MIDLOTHIAN
Kristin Danielle Carleton — JAMES RIVER ASSET MANAGEMENT, LLCPhilip August Huss — PHILIP A. HUSS, CPA, PLLCDavid L. Fratkin — DP GROW LLCSally Shannon Orr — JAMES RIVER ASSET MANAGEMENT, LLCJoseph Arthur Wiggins — ACG ADVISORY SERVICES INC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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