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Thomas Kirkwood Tattersall

1607 CAPITAL PARTNERS, LLC·RICHMOND, Virginia
Clean record1607 CAPITAL PARTNERS, LLC
13 S. 13TH STREET, RICHMOND, VA 23219CRD# 2908910Firm CRD# 144758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Kirkwood Tattersall · RICHMOND, VA
Registration
CRD #2908910 · 1607 CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas Kirkwood Tattersall is a registered financial advisor based in RICHMOND, Virginia, affiliated with 1607 CAPITAL PARTNERS, 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
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
1607 CAPITAL PARTNERS, LLC
1607 CAPITAL PARTNERS, LLC
AUM
$4.3B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at 1607 CAPITAL PARTNERS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2908910
Firm CRD# 144758
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Kirkwood Tattersall offer?
Thomas Kirkwood Tattersall specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Thomas Kirkwood Tattersall's credentials?
Thomas Kirkwood Tattersall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Kirkwood Tattersall located?
Thomas Kirkwood Tattersall is based in RICHMOND, Virginia, working with 1607 CAPITAL PARTNERS, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Thomas Kirkwood Tattersall charge for services?
Thomas Kirkwood Tattersall'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 1607 CAPITAL PARTNERS, LLC?
1607 CAPITAL PARTNERS, LLC has approximately 18 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at 1607 CAPITAL PARTNERS, LLC

Mathew Ryan Kalkowsky
RICHMOND, VA
Shannon Ware Montsinger
RICHMOND, VA
Ashley Watson Long
RICHMOND, VA
Ruiyi Zhang
RICHMOND, VA
Bryan Kurt Huntley
RICHMOND, VA
Christopher George Mackay
RICHMOND, VA

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Research
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