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Building 2ALEXANDRIA CAPITAL

Map pinARLINGTON, VA
Phone2023910170
NotebookSEC #801-62471
Total AUM
$1.3B
Employees
20
Clients
825

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1300 17TH STREET N
SUITE 840
ARLINGTON
VA 22209
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
2023910170
Other Offices
1

ReceiptFinancials

Total AUM
$1.3B
Accounts
2,040
Discretionary
$1.3B
Accounts
2,028
Non-Discretionary
$85.7M
Accounts
12

ContactClients

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Individual Clients
533
AUM
$241.1M
HNW Individual Clients
283
AUM
$1B
Pension/Profit Sharing Plan Clients
3
AUM
$13.1M
Government Entity Clients
1
AUM
$33.5M
Corporation or Business Clients
1
AUM
$930.7K
Other Clients
4
AUM
$9M
Description of Other Clients
NON-PROFIT

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementPublications
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOCTDCFLGAMAMDNCNHNJNYOHORPASCTXVAVTWA

HandshakeAffiliates

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

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