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Building 2WOLF GROUP CAPITAL ADVISORS

Map pinFAIRFAX, VA
Phone(703) 652-6255
NotebookSEC #801-61501
Total AUM
$526.8M
Employees
13
Clients
370

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12701 FAIR LAKES CIRCLE
SUITE 220
FAIRFAX
VA 22033
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
(703) 652-6255
Other Offices
13

ReceiptFinancials

Total AUM
$526.8M
Accounts
875
Discretionary
$526.8M
Accounts
875
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
241
AUM
$137M
HNW Individual Clients
128
AUM
$389.8M
Charitable Organization Clients
1
AUM
$21K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLLAMDNCNHNYPATXVA

HandshakeAffiliates

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

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