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Building 2BOGART WEALTH, LLC

Map pinMCLEAN, VA
Phone(703) 570-8651
NotebookSEC #801-107912
Total AUM
$3.2B
Employees
50
Clients
1,443

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2010 CORPORATE RIDGE
SUITE 900
MCLEAN
VA 22102
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(703) 570-8651
Other Offices
3

ReceiptFinancials

Total AUM
$3.2B
Accounts
6,635
Discretionary
$2.5B
Accounts
4,407
Non-Discretionary
$679.9M
Accounts
2,228

ContactClients

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Individual Clients
720
AUM
$215.6M
HNW Individual Clients
722
AUM
$3B
Charitable Organization Clients
1
AUM
$7.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACTDCDEFLGAILLAMAMDMIMSMTNCNHNJNYOHOKPASCTNTXVAWAWV

HandshakeAffiliates

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

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