Deckert Financial Management, Inc. (Richmond)

Name: Deckert Financial Management, Inc.
Address: 812 Moorefield Park Drive, Richmond, VA, 23236 3675
Telephone: 804-421-0063

Deckert Financial Management, Inc. is a large advisory firm based in Richmond. It manages $40.68 million of regulatory assets for 450 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Virginia.

Deckert Financial Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Deckert Financial Management: assets under management

The assets under management (AUM) of Deckert Financial Management, Inc. is $40.68 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $39.15 million in discretionary accounts and $1.53 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $104.4 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $20.39 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Deckert Financial Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Deckert Financial Management, Inc.

Deckert Financial Management, Inc. is owned by Thomas Melvin Leahy. Kevin Patrick Deckert joined the executive team most recently as the Chief Compliance Officer, President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kevin Patrick Deckert	Chief compliance officer, president	1 Dec 1994	50% - 75%	1609361
Thomas Melvin Leahy	Owner	1 Oct 1997	25% - 50%	2518540

Based in Richmond

The principal office where Deckert Financial Management, Inc. performs its advisory services is located at 812 Moorefield Park Drive, Richmond, VA 23236 3675, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-421-0063 or by fax 804-421-0067. The normal business hours are 9:00 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.deckertleahy.com.