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David Lipschutz Kluger

SANDS CAPITAL MANAGEMENT, LLC·ARLINGTON, Virginia
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1101 WILSON BLVD., ARLINGTON, VA 22209CRD# 2567475Firm CRD# 137610
01

About

David Lipschutz Kluger is a registered financial advisor based in ARLINGTON, Virginia, affiliated with SANDS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
SANDS CAPITAL MANAGEMENT, LLC
SANDS CAPITAL MANAGEMENT, LLC
AUM
$45.0B
Regulatory assets under management
Employees
181
Total firm employees
View all advisors at SANDS CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2567475
Firm CRD# 137610
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Lipschutz Kluger offer?
David Lipschutz Kluger specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ARLINGTON, Virginia for a consultation.
What are David Lipschutz Kluger's credentials?
David Lipschutz Kluger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lipschutz Kluger located?
David Lipschutz Kluger is based in ARLINGTON, Virginia, working with SANDS CAPITAL MANAGEMENT, LLC. Their office serves clients in the ARLINGTON metropolitan area and surrounding communities.
How does David Lipschutz Kluger charge for services?
David Lipschutz Kluger's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SANDS CAPITAL MANAGEMENT, LLC?
SANDS CAPITAL MANAGEMENT, LLC has approximately 181 employees and manages $45.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SANDS CAPITAL MANAGEMENT, LLC

Luke Campbell Iglehart
ARLINGTON, VA
Brian Alan Christiansen
ARLINGTON, VA
Thomas Perry Williams
ARLINGTON, VA
Andrew Phillip Giordano
ARLINGTON, VA
Dana Marie Mcnamara
ARLINGTON, VA
David Edward Levanson
ARLINGTON, VA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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