2010 Corporate Ridge
Suite 900
Mclean, Virginia 22102
Tel: (703) 570-8651
BOGART WEALTH, LLC, formally registered with the SEC as BOGART WEALTH, LLC. The firm was established in 06/02/2016. They have over 3 offices throughout the country.
BOGART WEALTH, LLC is a Mclean, Virginia based Financial Planning firm with nearly $2,679,926,911 assets under management, offering retirement planning & investment advisory services to 6117 clients. The firm is staffed with 41 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 283886 |
SEC# | 801-107912 |
Assets Managed by Firm | $2,679,926,911 |
No. of Clients | 6117 |
No. of Advisors | 41 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 6117 | $2,679,926,911 |
Individuals (other than high net worth individuals) | 702 | $162,065,157 |
High net worth individuals | 627 | $2,511,853,135 |
Charitable organizations | Fewer than 5 clients | $6,008,619 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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