Sumanpreet
Dhillon

Riverfront Investment Group, LLC

CRD#7812943
Investment Advisor
in Richmond, VA

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About this Advisor

Sumanpreet Dhillon is a financial advisor based in Richmond, Virginia, working with Riverfront Investment Group, LLC. Sumanpreet has previously held positions at Alps Distributors, Inc, Riverfront Investment Group, LLC, American Fast Homebuyers, Jpmorgan & Chase, Vcu Residential Life And Housing, Davids Bridal, Aldi, Dominos, Target, Osbourn Park Highschool, Fred Lynn Middle School, and Virginia Commonwealth University. Sumanpreet has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Sumanpreet is part of Riverfront Investment Group, LLC, which operates out of Richmond, Virginia. The firm has 50 employees and manages assets totaling $751.1 million. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and other services. The fee structure at Riverfront Investment Group, LLC includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Other

Fee Structure

Percentage of Assets

Office Location

1214 East Cary Street
Richmond, VA 23219

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Riverfront Investment Group, LLC Brokerage Details

Total Assets Under Management

$751,084,541

VA Average: $1,835,309,194
Total Number of Employees

50

VA Average: 32
Total Number of Accounts

485

VA Average: 1,458
Average Account Size

$1,548,628

VA Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Other

Sumanpreet Dhillon Work History

2023 - Present (1 year)

Alps Distributors, Inc

2023 - Present (1 year)

Riverfront Investment Group, LLC

2023 - 2023 (< 1 year)

American Fast Homebuyers

2022 - 2022 (< 1 year)

Jpmorgan & Chase

2021 - 2022 (1 year)

Dominos

2020 - 2022 (2 years)

Vcu Residential Life And Housing

2020 - 2020 (< 1 year)

Davids Bridal

2020 - 2020 (< 1 year)

Aldi

2020 - 2023 (3 years)

Virginia Commonwealth University

2019 - 2021 (2 years)

Target

2016 - 2020 (4 years)

Osbourn Park Highschool

2013 - 2016 (3 years)

Fred Lynn Middle School

Disclosures

Please visit the SEC profile of Sumanpreet Dhillon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Riverfront Investment Group, LLC

David Forrest
Richmond, VA
Robert Elliott
Richmond, VA
Taylor Bryan
Richmond, VA
Jackson Tavenner
Richmond, VA
Charlotte Legrand
Richmond, VA
Diego Marti Vertiz
Richmond, VA
Bradford Wear
Richmond, VA
George Michael
Richmond, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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