Steven Thomas Raymond

Dorsey, Wright & Associates, LLC

21 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Dorsey, Wright & Associates, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

815 clients

Average Client Portfolio

$927K average

Assets Under Management

$755.1M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Minimum Annual Fee:$1,250

Location

1011 Boulder Springs Drive, Suite 150, Richmond, VA, 23225

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Dorsey, Wright & Associates, LLC

October 2004 - Present · 21 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.