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Building 2OCTOBER EFFECT LTD.

Map pinVIRGINIA BEACH, VA
Phone757-390-3341
NotebookSEC #801-132795
Total AUM
$138.9M
Employees
4
Clients
361

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE COLUMBUS CENTER, SUITE 651A
VIRGINIA BEACH
VA 23462
United States
Operating Hours
9-5
Monday - Friday
Phone
757-390-3341
Other Offices
2

ReceiptFinancials

Total AUM
$138.9M
Accounts
577
Discretionary
$138.9M
Accounts
577
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
343
AUM
$99.1M
HNW Individual Clients
17
AUM
$39.2M
Pension/Profit Sharing Plan Clients
1
AUM
$639.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLNCSCTXVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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