1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PROFESSIONAL FINANCIAL SOLUTIONS, LLC

Map pinFAIRFAX, VA
Phone703-385-0870
NotebookSEC #801-106802
Total AUM
$409.7M
Employees
8
Clients
281

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10517A WEST DRIVE
FAIRFAX
VA 22030-8144
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
703-385-0870

ReceiptFinancials

Total AUM
$409.7M
Accounts
911
Discretionary
$387.4M
Accounts
880
Non-Discretionary
$22.3M
Accounts
31

ContactClients

View more in analytics →

Individual Clients
142
AUM
$60.4M
HNW Individual Clients
137
AUM
$348.9M
Charitable Organization Clients
1
AUM
$316
Corporation or Business Clients
1
AUM
$391.3K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCADCFLMDMTNCNYPATXVAWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account