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Building 2HOMESTEAD ADVISERS CORP.

Map pinARLINGTON, VA
Phone866-673-2299/800-258-3030
NotebookSEC #801-37391
Total AUM
$7.5B
Employees
40
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4301 WILSON BLVD.
ARLINGTON
VA 22203-1860
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
866-673-2299/800-258-3030

ReceiptFinancials

Total AUM
$7.5B
Accounts
19
Discretionary
$7.5B
Accounts
19
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
8
AUM
$2.7B
Pension/Profit Sharing Plan Clients
1
AUM
$4.4B
Corporation or Business Clients
1
AUM
$79.6M
Other Clients
1
AUM
$296.6M
Description of Other Clients
SELF-INSURER'S FUND AND VEBA

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
COST REIMBURSABLE.

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

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

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