JUST A CONVERSATION, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
MIDLOTHIAN, Virginia
CRD number
339268
Fee structure
Hourly Charges, Fixed Fees

Firm profile

FINTRX

Overview

Just A Conversation, LLC operates as a limited liability company and engages in various investment activities. While specific details about their investment preferences and manager allocation interests are not disclosed, the firm employs an hourly charge and fixed fee structure for its services. The firm does not classify itself as a capital allocator and is not recognized as an active ESG investor. Additionally, it does not operate as a multi-state adviser or pension consultant, indicating a focused approach to its advisory activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • BRIAN HENNAMAN

    Managing MemberCRD 3084766

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIDLOTHIAN, VA

CHESTERFIELD

Location

MIDLOTHIAN, VA

Headquartered in MIDLOTHIAN, VA, in the South of the United States.

Region
South
County
CHESTERFIELD
Address
13424 Tipple Point Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth