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Building 2ALLRIDGE WEALTH MANAGEMENT, INC

Map pinASHBURN, VA
Phone703-840-5500
NotebookSEC #801-135547
Total AUM
$103.3M
Employees
2
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20130 LAKEVIEW CENTER PLAZA
400
ASHBURN
VA 20147
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
703-840-5500
Other Offices
1

ReceiptFinancials

Total AUM
$103.3M
Accounts
129
Discretionary
$0
Accounts
0
Non-Discretionary
$103.3M
Accounts
129

ContactClients

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Individual Clients
1
AUM
$2.1M
HNW Individual Clients
31
AUM
$101.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDVA

HandshakeAffiliates

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

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