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Building 2OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC

Map pinMCLEAN, VA
Phone703-847-0965
NotebookSEC #801-61415
Total AUM
$301.8M
Employees
2
Clients
251

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7601 LEWINSVILLE RD
SUITE 205
MCLEAN
VA 22102
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
703-847-0965

ReceiptFinancials

Total AUM
$301.8M
Accounts
1,015
Discretionary
$267.9M
Accounts
844
Non-Discretionary
$33.9M
Accounts
171

ContactClients

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Individual Clients
120
AUM
$35.1M
HNW Individual Clients
129
AUM
$266.7M
Pension/Profit Sharing Plan Clients
2
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTDCFLMDNHNYTXVA

HandshakeAffiliates

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

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