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Building 2AVENIR CORPORATION

Map pinALEXANDRIA, VA
Phone(202) 659-4427
NotebookSEC #801-32509
Total AUM
$849.3M
Employees
6
Clients
157

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
277 SOUTH WASHINGTON STREET
SUITE 350
ALEXANDRIA
VA 22314
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
(202) 659-4427

ReceiptFinancials

Total AUM
$849.3M
Accounts
446
Discretionary
$849.3M
Accounts
446
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$43.9M
HNW Individual Clients
91
AUM
$725.5M
Pooled Vehicle Clients
4
AUM
$42.8M
Pension/Profit Sharing Plan Clients
2
AUM
$5.8M
Charitable Organization Clients
6
AUM
$10.1M
Corporation or Business Clients
5
AUM
$21.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLLAMAMDMONCNJOKPATXVA

HandshakeAffiliates

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

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