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Building 2AMJ FINANCIAL WEALTH MANAGEMENT LLC

Map pinLEESBURG, VA
Phone703-466-0477
NotebookSEC #801-113970
Total AUM
$481.8M
Employees
17
Clients
473

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
44160 SCHOLAR PLAZA
SUITE 490
LEESBURG
VA 20176
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
703-466-0477

ReceiptFinancials

Total AUM
$481.8M
Accounts
1,862
Discretionary
$481.8M
Accounts
1,862
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
371
AUM
$167.8M
HNW Individual Clients
99
AUM
$308M
Pension/Profit Sharing Plan Clients
1
AUM
$4.1M
Charitable Organization Clients
1
AUM
$485.5K
Corporation or Business Clients
1
AUM
$1.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMDNCNHNYPASCTXVAWV

HandshakeAffiliates

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

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