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Building 2GLOVER PARK WEALTH MANAGEMENT, LLC

Map pinARLINGTON, VA
Phone(202) 926-3636
NotebookSEC #801-132110
Total AUM
$144.3M
Employees
2
Clients
190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4201 WILSON BOULEVARD
3RD FLOOR, SUITE 27
ARLINGTON
VA 22203
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(202) 926-3636

ReceiptFinancials

Total AUM
$144.3M
Accounts
335
Discretionary
$139.3M
Accounts
334
Non-Discretionary
$5M
Accounts
1

ContactClients

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Individual Clients
126
AUM
$24.1M
HNW Individual Clients
36
AUM
$58.5M
Pension/Profit Sharing Plan Clients
28
AUM
$61.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCLAMDVA

HandshakeAffiliates

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

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