Overview
Assets Under Management: $217 million
Headquarters: TYSONS, VA
High-Net-Worth Clients: 94
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.01
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 653
Discretionary Accounts: 648
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 288011
Last Filing Date: 2025-02-04 00:00:00
Website: https://variantpw.com