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Building 2EXPERIENTIAL WEALTH, INC.

Map pinCABIN JOHN, MD
Phone703-847-4380
NotebookSEC #801-71422
Total AUM
$164.2M
Employees
2
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6409 81ST STREET
CABIN JOHN
MD 20818
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
703-847-4380

ReceiptFinancials

Total AUM
$164.2M
Accounts
19
Discretionary
$164.2M
Accounts
19
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
16
AUM
$51.7M
Charitable Organization Clients
1
AUM
$96.3M
Corporation or Business Clients
1
AUM
$16.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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