Adviser Profile
| As of Date | 12/06/2024 |
| Registration status | Registration Changed to GLADWYN FINANCIAL ADVISORS, INC. |
| Contact Info | 703 xxxxxxx |
| Websites |
| AUM* | 141,874,080 17% |
| of that, discretionary | 125,785,457 17% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,447,695 307% |
| % High Net Worth | 54.08% 12% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds