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Walter Spencer Robertson

LOWE, BROCKENBROUGH & COMPANY, INC.·RICHMOND, Virginia
Unclaimed Profile
1802 BAYBERRY CT., RICHMOND, VA 23226-3767CRD# 4443678Firm CRD# 105142
01

About

Walter Spencer Robertson is a registered financial advisor based in RICHMOND, Virginia, affiliated with LOWE, BROCKENBROUGH & COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
LOWE, BROCKENBROUGH & COMPANY, INC.
BROCKENBROUGH
AUM
$4.8B
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at LOWE, BROCKENBROUGH & COMPANY, INC. →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4443678
Firm CRD# 105142
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Walter Spencer Robertson offer?
Walter Spencer Robertson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Walter Spencer Robertson's credentials?
Walter Spencer Robertson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Walter Spencer Robertson located?
Walter Spencer Robertson is based in RICHMOND, Virginia, working with LOWE, BROCKENBROUGH & COMPANY, INC.. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Walter Spencer Robertson charge for services?
Walter Spencer Robertson's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOWE, BROCKENBROUGH & COMPANY, INC.?
LOWE, BROCKENBROUGH & COMPANY, INC. has approximately 31 employees and manages $4.8B 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.Michael Reilly Gibb — GODSEY & GIBB INCJohn 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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