OFS

7950 Jones Branch Drive
Suite 700n
Mclean, Virginia 22107
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 $1,071,806,331 assets under management, offering retirement planning & investment advisory services to 2172 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107335
SEC#	801-20076
Assets Managed by Firm	$1,071,806,331
No. of Clients	2172
No. of Advisors	19

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2172	$1,071,806,331
Individuals (other than high net worth individuals)	213	$48,577,463
High net worth individuals	125	$1,019,928,348
Corporations or other businesses	52	$3,300,520

Inquire with OFS

More Retirement Planning firms in Mclean, Virginia:

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TOWERS WATSON INVESTMENT SERVICES, INC. 800 N. Glebe Road Arlington, VA, 22203	$63,288,614,312	87	198
SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209	$38,906,541,054	402	181
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	$30,621,255,853	50	42
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$24,901,888,467	75	105
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$17,550,000,000	4952	67

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