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Building 2CLEARLOGIC FINANCIAL, INC.

Map pinRESTON, VA
Phone703-476-3521
NotebookSEC #801-63619
Total AUM
$425.2M
Employees
8
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11107 SUNSET HILLS ROAD
SUITE 220
RESTON
VA 20190
United States
Operating Hours
9:00A.M.-5:00P.M.
Monday - Friday
Phone
703-476-3521

ReceiptFinancials

Total AUM
$425.2M
Accounts
930
Discretionary
$383.5M
Accounts
811
Non-Discretionary
$41.7M
Accounts
119

ContactClients

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Individual Clients
62
AUM
$63.3M
HNW Individual Clients
122
AUM
$361.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLMDNCTXVA

HandshakeAffiliates

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

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