Assets Under Management Carrying Amount
Bank of the James Financial Group·Business Segments·1 segment·Rolls up to Period end assets under management
Breakdown
Segments
Investment Advisory ServicesView metric
| Segment | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|
| Investment Advisory Services | $853.98M | $886.9M | $930M | $984.75M | $1.03B | $1.01B |
| Total | $853.98M | $886.88M | $929.96M | $984.75M | $1.03B | $1.01B |