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James Harris Rooney

AVENIR CORPORATION·ALEXANDRIA, Virginia
Unclaimed Profile
277 SOUTH WASHINGTON STREET, ALEXANDRIA, VA 22314CRD# 1684321Firm CRD# 110545
01

About

James Harris Rooney is a registered financial advisor based in ALEXANDRIA, Virginia, affiliated with AVENIR CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
AVENIR CORPORATION
AVENIR CORPORATION
AUM
$1.0B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at AVENIR CORPORATION →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1684321
Firm CRD# 110545
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Harris Rooney offer?
James Harris Rooney specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in ALEXANDRIA, Virginia for a consultation.
What are James Harris Rooney's credentials?
James Harris Rooney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Harris Rooney located?
James Harris Rooney is based in ALEXANDRIA, Virginia, working with AVENIR CORPORATION. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.
How does James Harris Rooney charge for services?
James Harris Rooney's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AVENIR CORPORATION?
AVENIR CORPORATION has approximately 6 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AVENIR CORPORATION

Carmen Luna Gonzalez
ALEXANDRIA, VA
Charles Green Mackall
ALEXANDRIA, VA
Kenneth Suggett George
ALEXANDRIA, VA
Peter Creighton Keefe
ALEXANDRIA, VA

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Research
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