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8TH STREET INVESTMENTS, LLC
1800 Diagonal Road
Suite 600
Alexandria, Virginia 22314
Tel: (703) 519-0962
About 8TH STREET INVESTMENTS, LLC
8TH STREET INVESTMENTS, LLC, formally registered with the SEC as 8TH STREET INVESTMENTS, LLC. The firm was established in 06/04/2021. They have over 2 offices throughout the country.
8TH STREET INVESTMENTS, LLC is a Alexandria, Virginia based Financial Planning firm with nearly $162,303,533 assets under management, offering retirement planning & investment advisory services to 202 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148727 |
| SEC# | 801-121413 |
| Assets Managed by Firm | $162,303,533 |
| No. of Clients | 202 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 202 | $162,303,533 |
| Individuals (other than high net worth individuals) | 29 | $14,301,338 |
| High net worth individuals | 25 | $145,777,462 |
| Charitable organizations | Fewer than 5 clients | $1,975,458 |
| Corporations or other businesses | Fewer than 5 clients | $249,275 |
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