Hunter Michael Investment Advisors Inc

RIASEC RegisteredEst. 1998

Total AUM

$81.2M

Discretionary

0% of AUM

Avg account

$2.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Richmond, Virginia
CRD number: 107884
Registered since: January 30, 1998
Custodians: TRUST COMPANY, TRUST COMPANY
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI75.67%
Individuals16.68%
Corporations / Businesses7.65%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Hunter Michael Investment Advisors Inc. is a privately owned corporate advisory firm that has been SEC-registered since 1998. The firm advises both individual and family clients as well as institutional and business clients, offering portfolio management for individuals/small businesses and for businesses or institutions, along with pension consulting services. Compensation comes through a mix of percentage-of-AUM fees and fixed-fee arrangements. The firm does not self-identify as an active ESG investor and is not listed as a multi-state adviser or related adviser.