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Building 2OFS

Map pinMCLEAN, VA
Phone(703) 905-3300
NotebookSEC #801-20076
Total AUM
$1.4B
Employees
24
Clients
461

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7950 JONES BRANCH DRIVE
SUITE 700N
MCLEAN
VA 22102
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(703) 905-3300
Other Offices
1

ReceiptFinancials

Total AUM
$1.4B
Accounts
461
Discretionary
$1.2B
Accounts
445
Non-Discretionary
$189.1M
Accounts
16

ContactClients

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Individual Clients
199
AUM
$46.9M
HNW Individual Clients
149
AUM
$1.3B
Corporation or Business Clients
76
AUM
$8.4M
Other Clients
37
AUM
$257.7K
Description of Other Clients
LIFE INSURANCE TRUSTS

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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
AZCACOFLGAILLAMAMDMIMNMONCNJNYOHPATXVAWA

HandshakeAffiliates

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

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