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Building 2WALDMAN FINANCIAL ADVISERS

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Phone703-281-7100
NotebookSEC #801-118203
Total AUM
$104.3M
Employees
2
Clients
192

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
AVAILABLE UPON REQUEST
Monday - Friday
Phone
703-281-7100

ReceiptFinancials

Total AUM
$104.3M
Accounts
184
Discretionary
$104.3M
Accounts
184
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
161
AUM
$47.3M
HNW Individual Clients
23
AUM
$56.9M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLLAMDPATXVA

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

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