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Building 2ENTELECHY

Map pin
Phone202-770-2007
NotebookSEC #801-130684
Total AUM
$253.3M
Employees
1
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
202-770-2007
Other Offices
1

ReceiptFinancials

Total AUM
$253.3M
Accounts
390
Discretionary
$253.3M
Accounts
390
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
20
AUM
$8.2M
HNW Individual Clients
60
AUM
$245.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCMDVA

HandshakeAffiliates

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

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