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Building 21ST PORTFOLIO WEALTH ADVISORS

Map pinFAIRFAX, VA
Phone703-821-5554
NotebookSEC #801-106516
Total AUM
$197.4M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12700 FAIR LAKES CIRCLE
SUITE 450
FAIRFAX
VA 22033
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
703-821-5554

ReceiptFinancials

Total AUM
$197.4M
Accounts
681
Discretionary
$171.5M
Accounts
634
Non-Discretionary
$25.9M
Accounts
47

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CADCFLMDTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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