OFS

7950 Jones Branch Drive
Suite 700n
Mclean, Virginia 22102
Tel: (703) 905-3300

About OFS

OFS, formally registered with the SEC as OFS. The firm was established in 11/18/1983. They have over 2 offices throughout the country.

OFS is a Mclean, Virginia based Financial Planning firm with nearly $1,196,492,694 assets under management, offering retirement planning & investment advisory services to 2279 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107335
SEC#	801-20076
Assets Managed by Firm	$1,196,492,694
No. of Clients	2279
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2279	$1,196,492,694
Individuals (other than high net worth individuals)	215	$49,314,004
High net worth individuals	141	$1,138,822,413
Corporations or other businesses	63	$8,356,277

More Retirement Planning firms in Mclean, Virginia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209	$45,003,485,534	354	181
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	$32,231,415,180	53	47
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

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