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Building 2ALLIANT WEALTH ADVISORS

Map pinMANASSAS, VA
Phone703-878-9050
NotebookSEC #801-110601
Total AUM
$305.4M
Employees
9
Clients
170

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9161 LIBERIA AVENUE
SUITE 100
MANASSAS
VA 20110
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
703-878-9050
Other Offices
1

ReceiptFinancials

Total AUM
$305.4M
Accounts
530
Discretionary
$286.9M
Accounts
457
Non-Discretionary
$18.5M
Accounts
73

ContactClients

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Individual Clients
86
AUM
$30.3M
HNW Individual Clients
64
AUM
$192.4M
Pension/Profit Sharing Plan Clients
20
AUM
$82.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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