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Building 2CLARION WEALTH MANAGEMENT PARTNERS

Map pinFAIRFAX, VA
Phone(703) 631-4800
NotebookSEC #801-131858
Total AUM
$394.8M
Employees
8
Clients
420

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12500 FAIR LAKES CIRCLE
SUITE 250
FAIRFAX
VA 22033
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(703) 631-4800

ReceiptFinancials

Total AUM
$394.8M
Accounts
1,323
Discretionary
$393.5M
Accounts
1,292
Non-Discretionary
$1.3M
Accounts
31

ContactClients

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Individual Clients
282
AUM
$111.2M
HNW Individual Clients
129
AUM
$280.1M
Pension/Profit Sharing Plan Clients
7
AUM
$3.3M
Corporation or Business Clients
2
AUM
$207.2K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
401K PROFIT SHARING CONSULTING
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAMDNCPASCTXVA

HandshakeAffiliates

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

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