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Building 2OLIO FINANCIAL PLANNING

Map pinMCLEAN, VA
Phone703.459.9299
NotebookSEC #801-111849
Total AUM
$600.5M
Employees
14
Clients
388

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1751 PINNACLE DRIVE
SUITE 600
MCLEAN
VA 22102-4007
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
703.459.9299
Other Offices
1

ReceiptFinancials

Total AUM
$600.5M
Accounts
1,640
Discretionary
$587.4M
Accounts
1,614
Non-Discretionary
$13.1M
Accounts
26

ContactClients

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Individual Clients
215
AUM
$113.2M
HNW Individual Clients
153
AUM
$471.6M
Pension/Profit Sharing Plan Clients
9
AUM
$10.9M
Charitable Organization Clients
1
AUM
$2.9M
Corporation or Business Clients
10
AUM
$2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CODCFLKSMDNCNHNYOHORPASCTNTXVA

HandshakeAffiliates

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

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