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Building 2GLADWYN FINANCIAL ADVISORS, INC.

Map pin
Phone703-810-8424
NotebookSEC #801-131574
Total AUM
$169M
Employees
3
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
703-810-8424

ReceiptFinancials

Total AUM
$169M
Accounts
360
Discretionary
$149.1M
Accounts
342
Non-Discretionary
$19.9M
Accounts
18

ContactClients

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Individual Clients
51
AUM
$26.1M
HNW Individual Clients
47
AUM
$142.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTXVA

HandshakeAffiliates

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

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