Claim Profile
GS

Geoffrey Bonner Sale

RICHMOND CAPITAL MANAGEMENT INC·RICHMOND, Virginia
Unclaimed Profile
1509A BELLEVILLE STREET, RICHMOND, VA 23230CRD# 1927963Firm CRD# 104636
01

About

Geoffrey Bonner Sale is a registered financial advisor based in RICHMOND, Virginia, affiliated with RICHMOND CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
Nonprofits & Foundations
03

Firm Overview

Firm
RICHMOND CAPITAL MANAGEMENT INC
RICHMOND CAPITAL MANAGEMENT INC
AUM
$5.6B
Regulatory assets under management
Employees
21
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1927963
Firm CRD# 104636
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in RICHMOND?

Browse all registered financial advisors in RICHMOND, 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 Geoffrey Bonner Sale offer?
Geoffrey Bonner Sale specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in RICHMOND, Virginia for a consultation.
What are Geoffrey Bonner Sale's credentials?
Geoffrey Bonner Sale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Geoffrey Bonner Sale located?
Geoffrey Bonner Sale is based in RICHMOND, Virginia, working with RICHMOND CAPITAL MANAGEMENT INC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Geoffrey Bonner Sale charge for services?
Geoffrey Bonner Sale's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RICHMOND CAPITAL MANAGEMENT INC?
RICHMOND CAPITAL MANAGEMENT INC has approximately 21 employees and manages $5.6B 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