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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 $7,208,407,391 assets under management, offering retirement planning & investment advisory services to 20 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 | $7,208,407,391 |
| No. of Clients | 20 |
| No. of Advisors | 41 |
Fee Structure
- A percentage of AUM
- Other (COST REIMBURSABLE.)
Advisory Services Provided
- Financial planning services
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 20 | $7,208,407,391 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,366,344,639 |
| Corporations or other businesses | Fewer than 5 clients | $86,782,731 |
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