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Building 2BENJAMINS MONEY

Map pinMCLEAN, VA
Phone(240) 395-4455
NotebookSEC #801-129191
Total AUM
$9.1M
Employees
3
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7918 JONES BRANCH DR., 4TH FLOOR
MCLEAN
VA 22102
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(240) 395-4455

ReceiptFinancials

Total AUM
$9.1M
Accounts
13
Discretionary
$9.1M
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
5
AUM
$9.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SOFTWARE & FINANCIAL PLANNING FEES RETAINER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

HandshakeAffiliates

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

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