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Building 2C5 WEALTH MANAGEMENT, LLC

Map pinGREAT FALLS, VA
Phone703-759-7007
NotebookSEC #801-67336
Total AUM
$207.4M
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
746 WALKER ROAD
SUITE 26
GREAT FALLS
VA 22066
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
703-759-7007

ReceiptFinancials

Total AUM
$207.4M
Accounts
1,212
Discretionary
$207.4M
Accounts
1,212
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GAMDVA

HandshakeAffiliates

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

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