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Building 2WEALTHTRAK ADVISORS

Map pinVIRGINIA BEACH, VA
Phone(757) 523-1250
NotebookSEC #801-123640
Total AUM
$214.3M
Employees
5
Clients
278

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
272 BENDIX ROAD
SUITE 130
VIRGINIA BEACH
VA 23452
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(757) 523-1250

ReceiptFinancials

Total AUM
$214.3M
Accounts
780
Discretionary
$214.3M
Accounts
780
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
204
AUM
$74.1M
HNW Individual Clients
63
AUM
$135.9M
Charitable Organization Clients
1
AUM
$286.6K
Corporation or Business Clients
4
AUM
$2.9M
Other Clients
6
AUM
$1.1M
Description of Other Clients
TRUST ASSETS

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCSCTXVA

HandshakeAffiliates

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

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