Riggs Steigerwald Inc. is a large advisory firm based in Leesburg. It manages $132.79 million of regulatory assets for 284 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of District of Columbia, Maryland, North Carolina, and Virginia.
Riggs Steigerwald provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Riggs Steigerwald Inc. is $132.79 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Riggs Steigerwald Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Arthur Riggs has been acting as President since 1 Jun 1996. Jeffrey Andrew Gordon joined the executive team most recently as the Vice President.
The principal office where Riggs Steigerwald Inc. performs its advisory services is located at 891 A Harrison Street, S.E., Leesburg, VA 20175, 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 703-777-8826 or by fax 703-777-5063. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.