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Building 2TOTH FINANCIAL ADVISORY CORP

Map pinLEESBURG, VA
Phone703-443-8684
NotebookSEC #801-27662
Total AUM
$1.2B
Employees
18
Clients
655

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
608 SOUTH KING STREET
SUITE 300
LEESBURG
VA 20175
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
703-443-8684

ReceiptFinancials

Total AUM
$1.2B
Accounts
2,352
Discretionary
$1.1B
Accounts
2,310
Non-Discretionary
$16.5M
Accounts
42

ContactClients

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Individual Clients
312
AUM
$97.6M
HNW Individual Clients
335
AUM
$983.9M
Pooled Vehicle Clients
1
AUM
$46.8M
Pension/Profit Sharing Plan Clients
5
AUM
$11.7M
Charitable Organization Clients
2
AUM
$14.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACODCFLGAMDMONCOHOKPASCTNTXVAWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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