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Caitlin Somerset Borland

ARIA WEALTH PARTNERS, LLC·CHARLOTTESVILLE, Virginia
Unclaimed Profile
505 FAULCONER DRIVE, CHARLOTTESVILLE, VA 22903CRD# 5710459Firm CRD# 334270
01

About

Caitlin Somerset Borland is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with ARIA WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ARIA WEALTH PARTNERS, LLC
ARIA WEALTH PARTNERS
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ARIA WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5710459
Firm CRD# 334270
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Caitlin Somerset Borland offer?
Caitlin Somerset Borland specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Caitlin Somerset Borland's credentials?
Caitlin Somerset Borland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Caitlin Somerset Borland located?
Caitlin Somerset Borland is based in CHARLOTTESVILLE, Virginia, working with ARIA WEALTH PARTNERS, LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.
How does Caitlin Somerset Borland charge for services?
Caitlin Somerset Borland's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARIA WEALTH PARTNERS, LLC?
ARIA WEALTH PARTNERS, LLC has approximately 3 employees. 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)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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