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Building 2GENERATIONAL PRIVATE WEALTH

Map pin
Phone571-244-8764
NotebookSEC #801-132141
Total AUM
$271.9M
Employees
3
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
571-244-8764

ReceiptFinancials

Total AUM
$271.9M
Accounts
217
Discretionary
$271.9M
Accounts
217
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
19
AUM
$7.7M
HNW Individual Clients
20
AUM
$252.9M
Pension/Profit Sharing Plan Clients
2
AUM
$11.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCMDPRTXVA

HandshakeAffiliates

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

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