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Building 2PAGNATOKARP PARTNERS, LLC

Map pinRESTON, VA
Phone703.468.2700
NotebookSEC #801-107028
Total AUM
$2.2B
Employees
27
Clients
387

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11951 FREEDOM DRIVE
SUITE 1260
RESTON
VA 20190
United States
Operating Hours
8:30AM - 5:00 PM
Monday - Friday
Phone
703.468.2700

ReceiptFinancials

Total AUM
$2.2B
Accounts
2,621
Discretionary
$2.2B
Accounts
2,589
Non-Discretionary
$49.8M
Accounts
32

ContactClients

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Individual Clients
232
AUM
$268.2M
HNW Individual Clients
154
AUM
$1.9B
Pension/Profit Sharing Plan Clients
1
AUM
$4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCFLMDNCNJNYOHOKPATXVA

HandshakeAffiliates

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

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