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Building 2RETIREMENT PLANOLOGY, INC.

Map pinALEXANDRIA, VA
Phone703-595-2829
NotebookSEC #801-79679
Total AUM
$265.9M
Employees
3
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 CAMERON STREET
SUITE 401
ALEXANDRIA
VA 22314
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
703-595-2829

ReceiptFinancials

Total AUM
$265.9M
Accounts
63
Discretionary
$101M
Accounts
43
Non-Discretionary
$165M
Accounts
20

ContactClients

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Pension/Profit Sharing Plan Clients
60
AUM
$265.9M

Briefcase businessServices

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Services Offered
Pension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCMDTNVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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