1751 Pinnacle Drive
Suite 600
Mclean, Virginia 22102-4007
Tel: 703.459.9299
OLIO FINANCIAL PLANNING, formally registered with the SEC as OLIO FINANCIAL PLANNING. The firm was established in 10/13/2017. They have over 2 offices throughout the country.
OLIO FINANCIAL PLANNING is a Mclean, Virginia based Financial Planning firm with nearly $321,447,278 assets under management, offering retirement planning & investment advisory services to 1253 clients. The firm is staffed with 15 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 282355 |
SEC# | 801-111849 |
Assets Managed by Firm | $321,447,278 |
No. of Clients | 1253 |
No. of Advisors | 15 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1253 | $321,447,278 |
Individuals (other than high net worth individuals) | 221 | $90,923,278 |
High net worth individuals | 87 | $222,526,988 |
Pension and profit sharing plans | 8 | $5,893,428 |
Charitable organizations | Fewer than 5 clients | $2,103,584 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$63,288,614,312 | 87 | 198 | |
$38,906,541,054 | 402 | 181 | |
$30,621,255,853 | 50 | 42 | |
$24,901,888,467 | 75 | 105 | |
$17,550,000,000 | 4952 | 67 |
Explore More Retirement Advisors in Mclean, Virginia