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Building 2ARBOR PRIVATE WEALTH, LLC

Map pinASHBURN, VA
Phone703-559-7975
NotebookSEC #801-122411
Total AUM
$160.1M
Employees
2
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
44679 ENDICOTT DRIVE
SUITE 300
ASHBURN
VA 20147
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
703-559-7975
Other Offices
1

ReceiptFinancials

Total AUM
$160.1M
Accounts
267
Discretionary
$112.9M
Accounts
232
Non-Discretionary
$47.2M
Accounts
35

ContactClients

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Individual Clients
52
AUM
$23.5M
HNW Individual Clients
48
AUM
$136.7M
Other Clients
1
AUM
$6.1K
Description of Other Clients
OTHER

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEMDTXVA

HandshakeAffiliates

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

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