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Home > Retirement Planners > virginia > tysons > VARIANT PRIVATE WEALTH LLC
VARIANT PRIVATE WEALTH LLC
8350 Broad St.
Suite 220
Tysons, Virginia 22102
Tel: 703-760-7600
About VARIANT PRIVATE WEALTH LLC
VARIANT PRIVATE WEALTH LLC, formally registered with the SEC as VARIANT PRIVATE WEALTH LLC. The firm was established in 04/24/2017. They have over 2 offices throughout the country.
VARIANT PRIVATE WEALTH LLC is a Tysons, Virginia based Financial Planning firm with nearly $217,096,982 assets under management, offering retirement planning & investment advisory services to 653 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288011 |
| SEC# | 801-110471 |
| Assets Managed by Firm | $217,096,982 |
| No. of Clients | 653 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 653 | $217,096,982 |
| Individuals (other than high net worth individuals) | 100 | $39,046,426 |
| High net worth individuals | 94 | $178,050,556 |
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