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Building 2T.M. WEALTH MANAGEMENT

Map pinRESTON, VA
Phone(703) 537-8351
NotebookSEC #801-123581
Total AUM
$209.8M
Employees
6
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11702 BOWMAN GREEN DRIVE
SUITE 300
RESTON
VA 20190
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(703) 537-8351

ReceiptFinancials

Total AUM
$209.8M
Accounts
475
Discretionary
$206.9M
Accounts
472
Non-Discretionary
$2.9M
Accounts
3

ContactClients

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Individual Clients
33
AUM
$12.7M
HNW Individual Clients
66
AUM
$194.2M
Pension/Profit Sharing Plan Clients
1
AUM
$2.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TXUTVA

HandshakeAffiliates

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

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