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Building 2DBD RETIREMENT AND FINANCIAL SERVICES

Map pin
Phone703-791-5955
NotebookSEC #801-129039
Total AUM
$133.7M
Employees
1
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
703-791-5955

ReceiptFinancials

Total AUM
$133.7M
Accounts
37
Discretionary
$133.7M
Accounts
37
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
17
AUM
$6.2M
HNW Individual Clients
4
AUM
$127.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

HandshakeAffiliates

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

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