Taylor Hoffman Wealth Management is a fund manager in Richmond with $324.87 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
823165168
SEC advisor number
801-111901
FINRA CRD number
289729
AUM ?
$304.34 mm
(as of 30 Mar 24)
Accounts
787
(as of 30 Mar 24)
Employees
5
(4 investment advisory or research)
Address
Taylor Hoffman Wealth Management
1802 BAYBERRY COURT
SUITE 101
RICHMOND
VA 23226
1802 BAYBERRY COURT
SUITE 101
RICHMOND
VA 23226
Phone
8044140200
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Taylor Hoffman Wealth Management, LLC | $324.87 mm | |
Arrington Fund LP | $934.68 k | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21