1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2COPE CONNELLY

Map pinARLINGTON, VA
Phone(888) 336-8402
NotebookSEC #801-124729
Total AUM
$107.6M
Employees
6
Clients
162

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1700 N. MOORE ST.
SUITE 1130
ARLINGTON
VA 22209
United States
Operating Hours
8:00AM - 6:00PM
Monday - Friday
Phone
(888) 336-8402

ReceiptFinancials

Total AUM
$107.6M
Accounts
252
Discretionary
$107.6M
Accounts
252
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
71
AUM
$1.6M
HNW Individual Clients
68
AUM
$92M
Pooled Vehicle Clients
3
AUM
$11M
Corporation or Business Clients
20
AUM
$3.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
PRIVATE PLACEMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLMAMDNCPAVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account