Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers investment management, financial planning, family office, and retirement plan advisory services. The brochure does not include a specific AUM fee schedule. Financial planning is offered as a separate service. Clients should inquire directly about specific fees for services.
Areas of Practice
Advisor Information
Office location
10432 Balls Ford Road, Suite 300, Manassas, VA, 20109
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amy sells accident, health, disability, LTC, health savings accounts, medicare supplements, and traditional life insurance products, dedicating a few hours per week to this. She also provides investment advisory services through Integrated Wealth Concepts, spending about 60% of her time on this activity, and has other business activities including motivational speaking, notary services, direct sales, and outside employment.