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Building 2LOPEZ WEALTH MANAGEMENT, LLC

Map pinABINGDON, VA
Phone276-628-5910
NotebookSEC #801-63803
Total AUM
$54.5M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
955 WEST MAIN STREET
ABINGDON
VA 24210-2427
United States
Operating Hours
8:00 AM -5:00 PM
Monday - Friday
Phone
276-628-5910

ReceiptFinancials

Total AUM
$54.5M
Accounts
1,004
Discretionary
$37.7M
Accounts
397
Non-Discretionary
$16.8M
Accounts
607

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS

Shield checkCompliance

Disclosures

None reported

State Registrations
TNVA

HandshakeAffiliates

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

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