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Atlantic Union Municipal Advisors, Inc

● SEC registered since 2024CRD 329425SEC# 801-129419Glen Allen, VA
Export (members)
Reg. AUM
$185.4M
Employees
4
Accounts
8
Location
Glen Allen, VA

Atlantic Union Municipal Advisors, Inc assets under management

Atlantic Union Municipal Advisors, Inc is an investment advisory firm registered with the SEC based in Glen Allen, VA. The firm has been registered since 2024. It reports $185.4 million in regulatory assets under management and employs 4 people.
www.vamint.comView on SEC.gov ↗

Atlantic Union Municipal Advisors, Inc owners & executives

6 reported
NameTitleOwnershipSince
Atlantic Union Bank ControlCorporationOver 75%2023
Ellen Elizabeth SpongVice President, TreasurerUnder 5%2023
John Foster OckermanVice President, TreasurerUnder 5%2023
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Frequently asked questions

How much does Atlantic Union Municipal Advisors, Inc manage?

Atlantic Union Municipal Advisors, Inc reports $185.4 million in regulatory assets under management on its Form ADV.

How many employees does Atlantic Union Municipal Advisors, Inc have?

Atlantic Union Municipal Advisors, Inc reports 4 employees.

Where is Atlantic Union Municipal Advisors, Inc located?

Atlantic Union Municipal Advisors, Inc is based in Glen Allen, VA and has been SEC-registered since 2024.

Does Atlantic Union Municipal Advisors, Inc disclose fund performance?

Atlantic Union Municipal Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4300 Cox Road, Glen Allen, VA 23060
Phone804-802-4955X6055
Office hours9a.m. - 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$185.4M
Non-discretionary$0
Total (RAUM)$185.4M