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Building 2LARA, MAY & ASSOCIATES, LLC

Map pinFALLS CHURCH, VA
Phone703-827-2300
NotebookSEC #801-68535
Total AUM
$424M
Employees
2
Clients
726

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7600 LEESBURG PIKE
SUITE 120 EAST
FALLS CHURCH
VA 22043
United States
Operating Hours
9:00AM - 5:00PM EST
Monday - Friday
Phone
703-827-2300
Other Offices
1

ReceiptFinancials

Total AUM
$424M
Accounts
1,166
Discretionary
$150.6M
Accounts
298
Non-Discretionary
$273.5M
Accounts
868

ContactClients

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Individual Clients
701
AUM
$342.2M
HNW Individual Clients
17
AUM
$74.2M
Pension/Profit Sharing Plan Clients
6
AUM
$4.3M
Charitable Organization Clients
1
AUM
$3.2M
Corporation or Business Clients
1
AUM
$218.4K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

HandshakeAffiliates

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

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