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Building 24J WEALTH MANAGEMENT, LLC

Map pinMCLEAN, VA
Phone(703) 566-9573
NotebookSEC #801-113972
Total AUM
$348.1M
Employees
4
Clients
244

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1355 BEVERLY RD
SUITE 310
MCLEAN
VA 22101
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
(703) 566-9573
Other Offices
4

ReceiptFinancials

Total AUM
$348.1M
Accounts
682
Discretionary
$342.3M
Accounts
681
Non-Discretionary
$5.8M
Accounts
1

ContactClients

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Individual Clients
121
AUM
$52.1M
HNW Individual Clients
122
AUM
$290.3M
Pension/Profit Sharing Plan Clients
1
AUM
$5.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLLAMDNCNHTXVA

HandshakeAffiliates

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

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