Overview
Assets Under Management: $177 million
Headquarters: RESTON, VA
High-Net-Worth Clients: 104
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.94
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 675
Discretionary Accounts: 675
Regulatory Filings
CRD Number: 328429
Last Filing Date: 2024-12-09 00:00:00
Website: https://decisionmap.com