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Building 2INVESTOLOGY INC.

Map pinRESTON, VA
Phone703-429-1975
NotebookSEC #801-130627
Total AUM
$250M
Employees
5
Clients
450

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1939 ROLAND CLARKE PLACE SUITE 350
RESTON
VA 20191
United States
Operating Hours
9:30 AM TO 5PM
Monday - Friday
Phone
703-429-1975

ReceiptFinancials

Total AUM
$250M
Accounts
450
Discretionary
$180M
Accounts
350
Non-Discretionary
$70M
Accounts
100

ContactClients

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Individual Clients
350
AUM
$180M
Pension/Profit Sharing Plan Clients
100
AUM
$70M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLMDMINYTXVA

HandshakeAffiliates

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

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