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FIRM PROFILE
Overview
AGECROFT PARTNERS, LLC is located at 103 Canterbury Road, Richmond, VA 23221-3211 and was first established at Philadelphia, Virginia in 11/02/2005. After operating for 20 years, AGECROFT PARTNERS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of AGECROFT PARTNERS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. AGECROFT PARTNERS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at AGECROFT PARTNERS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access AGECROFT PARTNERS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at AGECROFT PARTNERS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for AGECROFT PARTNERS, LLC Comes From
Understanding the Statistics for AGECROFT PARTNERS, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
103 Canterbury Road, Richmond, VA 23221-3211
103 Canterbury Road, Richmond, VA 23221-3211
Small
(804) 355-2082
Virginia since 11/02/2005
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| STEINBRUGGE, DONALD ALLEN | MANAGING MEMBER, CCO | ||
| STEINBRUGGE, PIA SEXTEN | PASSIVE MEMBER | ||
| RIP, OLGA | FINOP, CFO, PFO, POO | 5440553 |
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Advisor's working at AGECROFT PARTNERS, LLC
Andrew Richard Feldman
Douglas Robert Rothschild
Charles Allen Steinbrugge
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