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Building 2VALUES ADDED FINANCIAL

Map pin
Phone202-599-0915
NotebookSEC #801-122265
Total AUM
$313.7M
Employees
9
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
202-599-0915

ReceiptFinancials

Total AUM
$313.7M
Accounts
513
Discretionary
$313.7M
Accounts
513
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
38
AUM
$23.5M
HNW Individual Clients
74
AUM
$286.3M
Charitable Organization Clients
3
AUM
$3.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCGALAMAMDNHNYOHPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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