| Registration status | Terminated |
| As of Date | 03/29/2019 |
| ADV Location | FALLS CHURCH, VA, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| AUM* | 424,032,826 |
| of that, discretionary | 150,560,928 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,422,929 |
| % High Net Worth | 2.37% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
No private funds