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Building 2ACTS FINANCIAL ADVISORS

Map pinMCLEAN, VA
Phone571-749-5522
NotebookSEC #801-129105
Total AUM
$126.5M
Employees
2
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1390 CHAIN BRIDGE RD #10147
MCLEAN
VA 22101
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
571-749-5522
Other Offices
1

ReceiptFinancials

Total AUM
$126.5M
Accounts
158
Discretionary
$91.4M
Accounts
147
Non-Discretionary
$35.1M
Accounts
11

ContactClients

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Individual Clients
5
AUM
$761.4K
HNW Individual Clients
18
AUM
$125.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MDTXVA

HandshakeAffiliates

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

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