Adviser Profile
| As of Date | 03/27/2019 |
| Registration status | Terminated |
| ADV Location | FALLS CHURCH, VA, United States |
| AUM* | 1,278,184,886 |
| of that, discretionary | 67,042,002 |
| Number of Employees | 14 |
| of those in investment advisory functions | 11 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,109,919 |
| % High Net Worth | 29.99% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1B
1B
934M
747M
560M
373M
187M
2015
2016
2017
2018
2019
Private Funds
No private funds