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Home > Retirement Planners > virginia > alexandria > AVENIR CORPORATION
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 $1,098,908,006 assets under management, offering retirement planning & investment advisory services to 594 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 110545 |
| SEC# | 801-32509 |
| Assets Managed by Firm | $1,098,908,006 |
| No. of Clients | 594 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 594 | $1,098,908,006 |
| Individuals (other than high net worth individuals) | 57 | $39,839,887 |
| High net worth individuals | 125 | $865,705,080 |
| Pension and profit sharing plans | 5 | $11,130,462 |
| Charitable organizations | 13 | $37,435,631 |
| Other investment advisers | 1 | $33,668,762 |
| Corporations or other businesses | 5 | $20,107,224 |
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|---|---|---|---|
| $63,288,614,312 | 87 | 198 | |
| $38,906,541,054 | 402 | 181 | |
| $30,621,255,853 | 50 | 42 | |
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