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Building 2THE MUTUAL FUND STORE

Map pinVIENNA, VA
Phone703-288-6988
NotebookSEC #801-66748
Total AUM
$116.1M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8130 BOONE BOULEVARD
SUITE 220
VIENNA
VA 22182
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
703-288-6988

ReceiptFinancials

Total AUM
$116.1M
Accounts
515
Discretionary
$116.1M
Accounts
515
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNCNYTXVAWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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