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1607 CAPITAL PARTNERS, LLC
1607 CAPITAL PARTNERS, LLC
RICHMOND, Virginia
·
3 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
3
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
3 registered advisors
Christopher George Mackay
RICHMOND, Virginia
CRD# 2763745
Kevin Stewart Rutherford
RICHMOND, Virginia
CRD# 2196199
Mathew Ryan Kalkowsky
RICHMOND, Virginia
CRD# 4905831
05
Office Locations
RICHMOND, Virginia
3 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
.