TRADITION ASSET MANAGEMENT LLC

RICHMOND, VA Investment Advisor How do I update this listing?

Tradition Asset Management is based out of Richmond. Tradition Asset Management is a registered investment advisory firm with discretionary assets under management (AUM) of $0 (Form ADV from 2019-05-08). Their last reported 13F filing for Q2 2019 included $384,702,000 in managed 13F securities and a top 10 holdings concentration of 21.63%. Tradition Asset Management's largest holding is Johnson & Johnson Co. with shares held of 68,395. Whalewisdom has at least 1 13F filings

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06/30/2019

Top Sells

  • Name% Change

06/30/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -3.66%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

TRADITION ASSET MANAGEMENT LLC
901 EAST BYRD STREET SUITE 1001
RICHMOND VA    23219
Country: United States

Business Phone: 804-340-8100
Fax:
Professional Investment Advisor Data
SEC Registration as : Newly Formed Advisor
Form of Organization: Limited Liability Company
Organized in: VA
Number of employees: 20
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,FINANCIAL PLANNING & CONSULTING FEES
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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