Brockenbrough

EST. AUM
$5,487,791,666

CONTACTS
10

CLIENT ACCOUNTS
568

Firm Details

Metro area Richmond
CRD Number 105142
Website brockenbroughinc.com
Client types

Overview

Brockenbrough is a $4-billion RIA based in Richmond, Virginia. The business at Brockenbrough is effectively split into two components. One is an OCIO where they service institutions: endowments and foundations. That is fully discretionary. They run a bespoke portfolio for those clients. You would expect that component of their business to be much more focused on some illiquid alternatives. The other half of their business is high-net-worth. The two sides of that business have their own distinct needs. If you are calling on the high-net-worth business, where they have more need for mutual funds and separate accounts.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Brockenbrough

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