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Sally Shannon Orr

JAMES RIVER ASSET MANAGEMENT, LLC·MIDLOTHIAN, Virginia
Unclaimed Profile
15521 MIDLOTHIAN TNPK., MIDLOTHIAN, VA 23113CRD# 5498407Firm CRD# 117917
01

About

Sally Shannon Orr 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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5498407
Firm CRD# 117917
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sally Shannon Orr offer?
Sally Shannon Orr specializes in Financial Planning, Investment Management. Contact their office in MIDLOTHIAN, Virginia for a consultation.
What are Sally Shannon Orr's credentials?
Sally Shannon Orr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sally Shannon Orr located?
Sally Shannon Orr 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 Sally Shannon Orr charge for services?
Sally Shannon Orr'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 LLCDennis Michael Tender — DP GROW 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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