TRADITION ASSET MANAGEMENT LLC

RICHMOND, Virginia·1 registered advisor·CRD# 300756
SEC# 801-1150471804-340-8100
01

Firm Overview

AUM
$727M
Regulatory assets under management
Employees
21
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Other: FINANCIAL PLANNING & CONSULTING FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at TRADITION ASSET MANAGEMENT LLC

1 registered advisor
Kevin Dion Spence
RICHMOND, Virginia
05

Office Locations

RICHMOND, Virginia
1 advisor

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Data sourced from SEC Form ADV filings. TRADITION ASSET MANAGEMENT LLC (CRD# 300756) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.