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Building 2PACTOLUS

Map pinVIENNA, VA
Phone571-297-6364
NotebookSEC #801-71915
Total AUM
$187.8M
Employees
17
Clients
307

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8614 WESTWOOD CENTER DRIVE
SUITE 620
VIENNA
VA 22182
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
571-297-6364

ReceiptFinancials

Total AUM
$187.8M
Accounts
447
Discretionary
$116.8M
Accounts
302
Non-Discretionary
$71.1M
Accounts
145

ContactClients

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HNW Individual Clients
302
AUM
$115.8M
Pooled Vehicle Clients
5
AUM
$72M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMDNYTNTXVA

HandshakeAffiliates

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

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