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Building 2REMBERT PENDLETON JACKSON

Map pinFALLS CHURCH, VA
Phone703-821-6655
NotebookSEC #801-21425
Total AUM
$1.3B
Employees
14
Clients
1,374

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7647 LEESBURG PIKE
FALLS CHURCH
VA 22043
United States
Operating Hours
9:00 AM - 5:30 PM
Monday - Friday
Phone
703-821-6655
Other Offices
1

ReceiptFinancials

Total AUM
$1.3B
Accounts
4,438
Discretionary
$67M
Accounts
311
Non-Discretionary
$1.2B
Accounts
4,127

ContactClients

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Individual Clients
943
AUM
$326.2M
HNW Individual Clients
404
AUM
$897M
Pension/Profit Sharing Plan Clients
4
AUM
$4.2M
Charitable Organization Clients
23
AUM
$50.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
BUSINESS CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACODCDEFLLAMAMDMINCNHNJNYOHPASCTXVA

HandshakeAffiliates

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

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