Overview
Assets Under Management: $200 million
Headquarters: RESTON, VA
High-Net-Worth Clients: 3
Average Client Assets: $47 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.00
Average High-Net-Worth Client Assets: $47 million
Total Client Accounts: 425
Discretionary Accounts: 325
Non-Discretionary Accounts: 100
Regulatory Filings
CRD Number: 130408
Filing ID: 1948866
Last Filing Date: 2025-03-03 10:08:00
Website: https://www.investologyinc.com