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Building 2ATWOOD FINANCIAL PLANNING LLC

Map pin
Phone202-964-3599
NotebookSEC #801-122029
Total AUM
$15.8M
Employees
6
Clients
941

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
202-964-3599
Other Offices
5

ReceiptFinancials

Total AUM
$15.8M
Accounts
4
Discretionary
$0
Accounts
0
Non-Discretionary
$15.8M
Accounts
4

ContactClients

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Individual Clients
600
AUM
$0
HNW Individual Clients
339
AUM
$15.8M
Charitable Organization Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
EducationFinancial PlanningOther Services
Other Services
INVESTMENT ADVICE FOR INDIVIDUALS AND/OR SMALL BUSINESSES
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCFLGAIAILLAMAMDNCNENHNJNYOHORPASCTXVAWA

HandshakeAffiliates

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

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