CARY STREET PARTNER INVESTMENT ADVISORY LLC

HTTP://WWW.CARYSTREETPARTNERS.COM RICHMOND, VA Investment Advisor How do I update this listing?

Cary Street Partner Investment Advisory is based out of Richmond. Cary Street Partner Investment Advisory is a large advisory firm with 2414 clients and discretionary assets under management (AUM) of $799,735,310 (Form ADV from 2017-12-01). Their last reported 13F filing for Q4 2018 included $102,836,000 in managed 13F securities and a top 10 holdings concentration of 61.03%. Cary Street Partner Investment Advisory's largest holding is Schwab U.S. Large-Cap Growth ETF with shares held of 41,138. Whalewisdom has at least 1 13F filings

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12/31/2018

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12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CARY STREET PARTNERS
901 EAST BYRD STREET SUITE 1001
RICHMOND VA    23219
Country: United States

Business Phone: (804) 340-8100
Fax: (804) 381-6055
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: VA
Number of employees: 77
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Commissions
Amount of client funds and securities: 131,750,000
Total Number of Clients: 2414
Amount of client funds and securities by related persons: 131,750,000
Total Number of clients from related persons: 64
Disclosures: 11.E (2),11.E (4)
Data above was derived from SEC filings.

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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