AdvisorOS Directory
Claim Profile
PT

Peter Menelaos Tzelios

ALLAGASH OPPORTUNITY ZONE PARTNERS LLC·ASHBURN, Virginia
Unclaimed Profile
20130 LAKEVIEW CENTER PLAZA, ASHBURN, VA 20247CRD# 4559868Firm CRD# 299503
01

About

Peter Menelaos Tzelios 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# 4559868
Firm CRD# 299503
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ASHBURN?

Browse all registered financial advisors in ASHBURN, Virginia or claim this profile if it's yours.

Browse ASHBURN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Peter Menelaos Tzelios offer?
Peter Menelaos Tzelios specializes in Retirement Planning. Contact their office in ASHBURN, Virginia for a consultation.
What are Peter Menelaos Tzelios's credentials?
Peter Menelaos Tzelios is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Menelaos Tzelios located?
Peter Menelaos Tzelios 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 Peter Menelaos Tzelios charge for services?
Peter Menelaos Tzelios'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ASHBURN
Ryan P Houlihan — HOULIHAN FINANCIAL RESOURCE GROUP, LTD.Ted Stephen Halpern — HALPERN FINANCIAL, INC.Melissa Guevara Sotudeh — HALPERN FINANCIAL, INC.John Jacquemin — MOORING FUND MANAGER, LLCPatricia Powell Houlihan — HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile