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Building 2CAPITOL FINANCIAL CONSULTANTS, INC.

Map pinMCLEAN, VA
Phone703-821-2000
NotebookSEC #801-31757
Total AUM
$269.2M
Employees
4
Clients
107

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8180 GREENSBORO DRIVE
SUITE 1150
MCLEAN
VA 22102
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
703-821-2000

ReceiptFinancials

Total AUM
$269.2M
Accounts
417
Discretionary
$269M
Accounts
414
Non-Discretionary
$132.4K
Accounts
3

ContactClients

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Individual Clients
49
AUM
$10.2M
HNW Individual Clients
58
AUM
$258.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges 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 2 other businesses.

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