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Building 2REFRAME WEALTH, LLC

Map pinFAIRFAX, VA
Phone(571) 354-8471
NotebookSEC #801-120695
Total AUM
$394.8M
Employees
5
Clients
235

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3251 BLENHEIM BOULEVARD
SUITE 502
FAIRFAX
VA 22030
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(571) 354-8471

ReceiptFinancials

Total AUM
$394.8M
Accounts
662
Discretionary
$393.7M
Accounts
641
Non-Discretionary
$1.2M
Accounts
21

ContactClients

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Individual Clients
135
AUM
$83.1M
HNW Individual Clients
100
AUM
$311.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLMDNCNJNYPATXVA

HandshakeAffiliates

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

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