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Building 2JACKSON AVENUE, LLC

Map pin
Phone703-626-6475
NotebookSEC #801-121455
Total AUM
$185M
Employees
2
Clients
62

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 TO 5:30
Monday - Friday
Phone
703-626-6475
Other Offices
1

ReceiptFinancials

Total AUM
$185M
Accounts
63
Discretionary
$104.7M
Accounts
40
Non-Discretionary
$80.3M
Accounts
23

ContactClients

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Individual Clients
1
AUM
$377.7K
Other Clients
61
AUM
$184.6M
Description of Other Clients
DEFINED CONTRIBUTION PLANS

Briefcase businessServices

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Services Offered
Other Services
Other Services
401K PLANS AND PARTICIPANTS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALAMITXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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