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Building 2KFA PRIVATE WEALTH GROUP, LLC

Map pinTYSON, VA
Phone571-386-2029
NotebookSEC #801-106726
Total AUM
$830M
Employees
11
Clients
823

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8350 BROAD ST.
SUITE 220
TYSON
VA 22102-5151
United States
Operating Hours
9:00 AM- 5:00 PM
Monday - Friday
Phone
571-386-2029

ReceiptFinancials

Total AUM
$830M
Accounts
3,279
Discretionary
$607.8M
Accounts
2,517
Non-Discretionary
$222.1M
Accounts
762

ContactClients

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Individual Clients
585
AUM
$218.5M
HNW Individual Clients
229
AUM
$589.9M
Pension/Profit Sharing Plan Clients
7
AUM
$11.3M
Charitable Organization Clients
2
AUM
$10.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCDEFLGAMDMINCNENHNJNYPASCTNTXVAWA

HandshakeAffiliates

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

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