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Anthony Stern Barkan

ALLAGASH OPPORTUNITY ZONE PARTNERS LLC·ASHBURN, Virginia
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20130 LAKEVIEW CENTER PLAZA, ASHBURN, VA 20247CRD# 1946317Firm CRD# 299503
01

About

Anthony Stern Barkan is a registered financial advisor based in ASHBURN, Virginia, affiliated with ALLAGASH OPPORTUNITY ZONE PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ALLAGASH OPPORTUNITY ZONE PARTNERS LLC
ALLAGASH OPPORTUNITY ZONE PARTNERS LLC
AUM
$6M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ALLAGASH OPPORTUNITY ZONE PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1946317
Firm CRD# 299503
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anthony Stern Barkan offer?
Anthony Stern Barkan specializes in Retirement Planning. Contact their office in ASHBURN, Virginia for a consultation.
What are Anthony Stern Barkan's credentials?
Anthony Stern Barkan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Stern Barkan located?
Anthony Stern Barkan is based in ASHBURN, Virginia, working with ALLAGASH OPPORTUNITY ZONE PARTNERS LLC. Their office serves clients in the ASHBURN metropolitan area and surrounding communities.
How does Anthony Stern Barkan charge for services?
Anthony Stern Barkan'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 ALLAGASH OPPORTUNITY ZONE PARTNERS LLC?
ALLAGASH OPPORTUNITY ZONE PARTNERS LLC has approximately 5 employees and manages $6M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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