Adviser Profile
| As of Date | 01/18/2025 |
| Registration status | Terminated |
| ADV Location | ARLINGTON, VA, United States |
| Contact Info | 703 xxxxxxx |
| Websites |
| AUM* | 5,293,000 |
| of that, discretionary | 5,293,000 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,323,250 |
| % High Net Worth | 80.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1