AVENIR CORPORATION

277 South Washington Street
Suite 350
Alexandria, Virginia 22314
Tel: (202) 659-4427

About AVENIR CORPORATION

AVENIR CORPORATION, formally registered with the SEC as AVENIR CORPORATION. The firm was established in 07/22/1988. They have over 1 offices throughout the country.

AVENIR CORPORATION is a Alexandria, Virginia based Financial Planning firm with nearly $1,019,146,165 assets under management, offering retirement planning & investment advisory services to 487 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110545
SEC#	801-32509
Assets Managed by Firm	$1,019,146,165
No. of Clients	487
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	487	$1,019,146,165
Individuals (other than high net worth individuals)	51	$47,212,300
High net worth individuals	102	$835,538,557
Pension and profit sharing plans	3	$8,460,991
Charitable organizations	10	$29,659,305
Other investment advisers	1	$26,784,164
Corporations or other businesses	4	$22,999,318

More Retirement Planning firms in Alexandria, Virginia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209	$45,003,485,534	354	181
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	$32,231,415,180	53	47
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

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