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Robert Lewis Klingensmith

PBMARES WEALTH MANAGEMENT LLC·WILLIAMSBURG, Virginia
Unclaimed Profile
4801 COURTHOUSE STREET, WILLIAMSBURG, VA 23188CRD# 4228962Firm CRD# 116218
01

About

Robert Lewis Klingensmith is a registered financial advisor based in WILLIAMSBURG, Virginia, affiliated with PBMARES WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PBMARES WEALTH MANAGEMENT LLC
PBMARES WEALTH MANAGEMENT LLC
AUM
$1.1B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at PBMARES WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4228962
Firm CRD# 116218
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Lewis Klingensmith offer?
Robert Lewis Klingensmith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSBURG, Virginia for a consultation.
What are Robert Lewis Klingensmith's credentials?
Robert Lewis Klingensmith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Lewis Klingensmith located?
Robert Lewis Klingensmith is based in WILLIAMSBURG, Virginia, working with PBMARES WEALTH MANAGEMENT LLC. Their office serves clients in the WILLIAMSBURG metropolitan area and surrounding communities.
How does Robert Lewis Klingensmith charge for services?
Robert Lewis Klingensmith'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 PBMARES WEALTH MANAGEMENT LLC?
PBMARES WEALTH MANAGEMENT LLC has approximately 22 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WILLIAMSBURG
Christopher Michael Sikes — CHESAPEAKE FINANCIAL GROUP INCDavid Eugene Bush — PBMARES WEALTH MANAGEMENT LLCDaniel Joseph Bender — PBMARES WEALTH MANAGEMENT LLCJohn Herbert Hunt — CHESAPEAKE FINANCIAL GROUP INCRobert Gary Topping — COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS
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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