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AOG WEALTH MANAGEMENT
11911 Freedom Drive
Suite 730
Reston, Virginia 20190
Tel: 703-757-8020
About AOG WEALTH MANAGEMENT
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Firm Client Information
| 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 |
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