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Building 2ASPECT PARTNERS, LLC

Map pinFAIRFAX, VA
Phone703-916-8400
NotebookSEC #801-126851
Total AUM
$418.2M
Employees
8
Clients
289

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2677 PROSPERITY AVE
SUITE 380
FAIRFAX
VA 22031
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
703-916-8400
Other Offices
1

ReceiptFinancials

Total AUM
$418.2M
Accounts
973
Discretionary
$411.8M
Accounts
966
Non-Discretionary
$6.4M
Accounts
7

ContactClients

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Individual Clients
154
AUM
$42.5M
HNW Individual Clients
126
AUM
$354.4M
Pension/Profit Sharing Plan Clients
7
AUM
$17.6M
Insurance Company Clients
1
AUM
$3.1M
Corporation or Business Clients
1
AUM
$642.6K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLMDNCNYPASCTXVA

HandshakeAffiliates

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

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