Financeware, Inc. is a large advisory firm based in Richmond. It manages $490.06 million of regulatory assets for 2,796 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Financeware provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, publication of newsletters, educational seminars and workshops, and capital markets research. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm also engages as financial & related services technology provider.
The assets under management (AUM) of Financeware, Inc. is $490.06 million. The firm's AUM has grown by 3599% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Financeware, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John K. Adams has been acting as President since 1 May 2000. Leonard Alan Reinhart joined the executive team most recently as the Director.
The principal office where Financeware, Inc. performs its advisory services is located at 600 East Main Street, Richmond, VA 23219, which is also the mailing address of the firm. An additional office of the firm is in Gibsonia, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 804-644-4711 or by fax 804-644-4759. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.financeware.com.