James River Advisors

Finance · Virginia, United States · 51-200 Employees

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Overview

Headquarters

1703 Enterprise Dr Apt A, Lynchburg, Vir...

Phone Number

(434) 525-5100

Revenue

$15.8 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
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About James River Advisors

James River Advisors is a specialized financial advisory firm that offers customized financial plans and investment strategies aimed at helping clients achieve their financial goals. The company provides holistic wealth management services, including financial planning, investments, retirement, taxes, estate planning, trusts, and life insurance, with a focus on transparency and all-inclusive pricing. Their team operates as fiduciaries, ensuring that clients' interests are prioritized, and they maintain a limited number of client relationships to provide personalized attention. With locations in Virginia, they serve clients across multiple states, emphasizing dependable communication and a commitment to ethical standards.Explore more
James River Advisors's Social MediaPopular SearchesJames River AdvisorsJames RiverJames River FinancialJamesriveradvisors ComJames River Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

James River Advisors Org Chart

PhoneEmail
DH
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President & Owner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

James River Advisors

$15.8M
51-200
Private
-
2016
DH
Dana HattonPresident & Owner
$26.2M
51-200
Private
<$5M
1978
DB
Donald BeesleyInterim President
$19.9M
51-200
Private
-
2010
WW
William WestFinancial Services Representative
$19.5M
51-200
Private
-
1962
N/A
$16.7M
51-200
Private
-
-
NR
Nikki ReichardtDirector, Client Relations & Manager, Office
$7M
51-200
Private
-
-
N/A
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

James River Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

James River Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about James River Advisors.

James River Advisors Tech Stack

A closer look at the technologies used by James River Advisors

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Frequently Asked Questions Regarding James River Advisors

What is James River Advisors's official website?
James River Advisors's official website is www.jamesriveradvisors.com
What is James River Advisors's Revenue?
James River Advisors's revenue is $15.8 Million
What is James River Advisors's SIC code?
James River Advisors's SIC: 62,628
What is James River Advisors's NAICS code?
James River Advisors's NAICS: 52,523
How many employees does James River Advisors have?
James River Advisors has 51-200 employees
What industry does James River Advisors belong to?
James River Advisors is in the industry of: Finance, Securities Trading
What is James River Advisors competition?
James River Advisors top competitors include: Cabot Lodge Securities, Centennial Securities, Delmarva Wealth Management, Disciplined Equities Management
What technology does James River Advisors use?
Some of the popular technologies that James River Advisors uses are: goo.gl, WooCommerce, WordPress.org, reCAPTCHA
How do I contact James River Advisors?
James River Advisors contact info: Phone number: (434) 525-5100 Website: www.jamesriveradvisors.com
What does James River Advisors do?

James River Advisors is a specialized financial advisory firm that offers customized financial plans and investment strategies aimed at helping clients achieve their financial goals. The company provides holistic wealth management services, including financial planning, investments, retirement, taxes, estate planning, trusts, and life insurance, wi... th a focus on transparency and all-inclusive pricing. Their team operates as fiduciaries, ensuring that clients' interests are prioritized, and they maintain a limited number of client relationships to provide personalized attention. With locations in Virginia, they serve clients across multiple states, emphasizing dependable communication and a commitment to ethical standards.Read More

What are James River Advisors social media links?
James River Advisors Linkedin page James River Advisors Twitter page James River Advisors Facebook page
Is James River Advisors a public company?
James River Advisors is private company therefore does not currently have an official ticker symbol
See more information about James River Advisors

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