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Building 2ABICH FINANCIAL WEALTH MANAGEMENT, LLC

Map pinASHBURN, VA
Phone(571) 577-9968
NotebookSEC #801-128570
Total AUM
$394.7M
Employees
28
Clients
523

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20135 LAKEVIEW CENTER PLAZA
#110
ASHBURN
VA 20147
United States
Operating Hours
9:30 TO 5:30
Monday - Friday
Phone
(571) 577-9968
Other Offices
1

ReceiptFinancials

Total AUM
$394.7M
Accounts
1,354
Discretionary
$394.7M
Accounts
1,354
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
400
AUM
$190.9M
HNW Individual Clients
117
AUM
$200.3M
Pension/Profit Sharing Plan Clients
6
AUM
$3.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLGAMDNCPASCTNTXVAWV

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

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