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1607 CAPITAL PARTNERS, LLC
1607 CAPITAL PARTNERS, LLC
RICHMOND, Virginia
·
13 registered advisors
·
CRD# 144758
SEC# 801-68322
0
804.525.1750
01
Firm Overview
AUM
$4.3B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
13
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at 1607 CAPITAL PARTNERS, LLC
13 registered advisors
Ashley Watson Long
RICHMOND, Virginia
CRD# 2465003
Bryan Kurt Huntley
RICHMOND, Virginia
CRD# 4528825
Christopher George Mackay
RICHMOND, Virginia
CRD# 2763745
Fred Thomas Tattersall
RICHMOND, Virginia
CRD# 1719646
James Edward Mallory
RICHMOND, Virginia
CRD# 2233683
Kelly Fitzgerald Tattersall
RICHMOND, Virginia
CRD# 6931581
Kevin Stewart Rutherford
RICHMOND, Virginia
CRD# 2196199
Martin Tyler Hunt
RICHMOND, Virginia
CRD# 3268532
Mathew Ryan Kalkowsky
RICHMOND, Virginia
CRD# 4905831
Ruiyi Zhang
RICHMOND, Virginia
CRD# 7245035
Shannon S Fake
RICHMOND, Virginia
CRD# 2510796
Shannon Ware Montsinger
RICHMOND, Virginia
CRD# 7531205
Thomas Kirkwood Tattersall
RICHMOND, Virginia
CRD# 2908910
05
Office Locations
RICHMOND, Virginia
13 advisors
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Data sourced from SEC Form ADV filings. 1607 CAPITAL PARTNERS, LLC (CRD# 144758) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.