OCTAGON FINANCE LLC

126 Garrett Street
Suite G
Charlottesville, Virginia 22902
Tel: 434-977-7770

About OCTAGON FINANCE LLC

OCTAGON FINANCE LLC, formally registered with the SEC as OCTAGON FINANCE LLC. The firm was established in 01/05/2018. They have over 2 offices throughout the country.

OCTAGON FINANCE LLC is a Charlottesville, Virginia based Financial Planning firm with nearly $259,900,782 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289850
SEC#	801-112264
Assets Managed by Firm	$259,900,782
No. of Clients	5
No. of Advisors	6

Fee Structure

A percentage of AUM
Performance Based
Other (LOAN FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$259,900,782

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