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Building 2OPULEN FINANCIAL GROUP, LLC

Map pinARLINGTON, VA
Phone571-299-2053
NotebookSEC #801-126034
Total AUM
$171.8M
Employees
1
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3101 WILSON BLVD
SUITE 500
ARLINGTON
VA 22201
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
571-299-2053
Other Offices
2

ReceiptFinancials

Total AUM
$171.8M
Accounts
649
Discretionary
$168.3M
Accounts
583
Non-Discretionary
$3.5M
Accounts
66

ContactClients

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Individual Clients
118
AUM
$49.3M
HNW Individual Clients
54
AUM
$122.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTDCLAMAMDNHTXVAWA

HandshakeAffiliates

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

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