Overview
Assets Under Management: $227 million
Headquarters: RESTON, VA
High-Net-Worth Clients: 46
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.91
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 300
Discretionary Accounts: 300
Regulatory Filings
CRD Number: 112038
Last Filing Date: 2025-02-18 00:00:00
Website: https://ifnadvisors.com