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Building 2ACTIV8 FAMILY OFFICE LLC

Map pinMCLEAN, VA
Phone978-870-0255
NotebookSEC #801-134678
Total AUM
$1.5B
Employees
21
Clients
387

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1775 TYSON'S BLVD
5TH FLOOR, SUITE 5175
MCLEAN
VA 22102
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
978-870-0255
Other Offices
1

ReceiptFinancials

Total AUM
$1.5B
Accounts
1,844
Discretionary
$1.5B
Accounts
1,557
Non-Discretionary
$5.4M
Accounts
287

ContactClients

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Individual Clients
151
AUM
$51.7M
HNW Individual Clients
148
AUM
$1.5B
Corporation or Business Clients
88
AUM
$9.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILLAMINCNHNVNYOHTNTXVAWA

HandshakeAffiliates

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

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