11911 Freedom Drive
Suite 730
Reston, Virginia 20190
Tel: 703-757-8020
AOG WEALTH MANAGEMENT, formally registered with the SEC as AOG WEALTH MANAGEMENT. The firm was established in 03/15/2013. They have over 4 offices throughout the country.
AOG WEALTH MANAGEMENT is a Reston, Virginia based Financial Planning firm with nearly $341,281,685 assets under management, offering retirement planning & investment advisory services to 1056 clients. The firm is staffed with 12 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 159026 |
SEC# | 801-77736 |
Assets Managed by Firm | $341,281,685 |
No. of Clients | 1056 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1056 | $341,281,685 |
Individuals (other than high net worth individuals) | 252 | $98,591,874 |
High net worth individuals | 87 | $166,856,527 |
Pension and profit sharing plans | 3 | $511,854 |
Charitable organizations | 17 | $8,538,613 |
Corporations or other businesses | 6 | $2,028,157 |
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 |
Explore More Retirement Advisors in Reston, Virginia