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Alan Jay Lo Proto

THOMPSON SIEGEL & WALMSLEY LLC·RICHMOND, Virginia
Unclaimed Profile
6641 WEST BROAD STREET, RICHMOND, VA 23230CRD# 7788621Firm CRD# 105726
01

About

Alan Jay Lo Proto is a registered financial advisor based in RICHMOND, Virginia, affiliated with THOMPSON SIEGEL & WALMSLEY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
THOMPSON SIEGEL & WALMSLEY LLC
THOMPSON SIEGEL & WALMSLEY LLC
AUM
$20.8B
Regulatory assets under management
Employees
68
Total firm employees
View all advisors at THOMPSON SIEGEL & WALMSLEY LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7788621
Firm CRD# 105726
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alan Jay Lo Proto offer?
Alan Jay Lo Proto specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Alan Jay Lo Proto's credentials?
Alan Jay Lo Proto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Jay Lo Proto located?
Alan Jay Lo Proto is based in RICHMOND, Virginia, working with THOMPSON SIEGEL & WALMSLEY LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Alan Jay Lo Proto charge for services?
Alan Jay Lo Proto's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THOMPSON SIEGEL & WALMSLEY LLC?
THOMPSON SIEGEL & WALMSLEY LLC has approximately 68 employees and manages $20.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RICHMOND
Geoffrey Bonner Sale — RICHMOND CAPITAL MANAGEMENT INCClavel Tyrus Eubank — CAPGROUP ADVISORS, LLCJames Derrick Wreden — THETFORD INVESTMENT MANAGEMENT, INC.Matthew Joseph Buckley — CAPITAL ADVISORY GROUP, LLCJohn Richard Tashjian — PINENO LEVIN & FORD ASSET MANAGEMENT, INC.
Nearby cities in Virginia
ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)
City Guides
ARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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