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HOMESTEAD ADVISERS CORP.
4301 Wilson Blvd.
Arlington, Virginia 22203-1860
Tel: 866-673-2299/800-258-3030
About HOMESTEAD ADVISERS CORP.
HOMESTEAD ADVISERS CORP, formally registered with the SEC as HOMESTEAD ADVISERS CORP. The firm was established in 09/21/1990. They have over 1 offices throughout the country.
HOMESTEAD ADVISERS CORP. is a Arlington, Virginia based Financial Planning firm with nearly $6,964,910,850 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 41 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 109845 |
| SEC# | 801-37391 |
| Assets Managed by Firm | $6,964,910,850 |
| No. of Clients | 21 |
| No. of Advisors | 41 |
Fee Structure
- A Percentage of AUM
- Other(COST REIMBURSABLE.)
Advisory Services Provided
- Financial Planning
- Portfolio Management for Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 21 | $6,964,910,850 |
| Pension and profit sharing plans | $3,970,228,768 | |
| Other investment advisers | Fewer than 5 clients | $398,706 |
| Corporations or other businesses | Fewer than 5 clients | $81,874,864 |
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