Atlantic Union Municipal Advisors, Inc
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Learn more about Atlantic Union Municipal Advisors, Inc
Overview
Atlantic Union Municipal Advisors, Inc is located at 4300 Cox Road, Glen Allen, VA. The firm employs 4 financial advisors to manage client portfolios and provide financial guidance. Atlantic Union Municipal Advisors, Inc is not a registered broker-dealer.
Atlantic Union Municipal Advisors, Inc oversees $195.4 million in assets under management across 9 accounts, all of which are discretionary. The services offered include portfolio management for institutional clients. The firm caters to state or municipal government entities, with this type being the largest client type by accounts. The fee structure at Atlantic Union Municipal Advisors, Inc includes asset-based, hourly, and fixed fees. The firm maintains affiliations with a banking or thrift institution and a trust company.
Atlantic Union Municipal Advisors, Inc is registered in the state of Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Atlantic Union Municipal Advisors, Inc by the Numbers
$195.4 million
4
9
$21.7 million
Fee Structure
Financial management fees typically depend on which services the firm provides the client. Fees billed by Atlantic Union Municipal Advisors, Inc likely include some blend of the following fee structures: asset-based, hourly, or fixed.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company provides services to state or municipal government entities. Atlantic Union Municipal Advisors, Inc's biggest client type by number of accounts is state or municipal government entities.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Atlantic Union Municipal Advisors, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Atlantic Union Municipal Advisors, Inc
Glen Allen, VA
Glen Allen, VA
Glen Allen, VA
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