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Peter Allison Wentz

THE BURNEY COMPANY·FALLS CHURCH, Virginia
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121 ROWELL COURT, FALLS CHURCH, VA 22046CRD# 4903775Firm CRD# 106945
01

About

Peter Allison Wentz is a registered financial advisor based in FALLS CHURCH, Virginia, affiliated with THE BURNEY COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
THE BURNEY COMPANY
THE BURNEY COMPANY
AUM
$2.7B
Regulatory assets under management
Employees
42
Total firm employees
View all advisors at THE BURNEY COMPANY →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4903775
Firm CRD# 106945
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Allison Wentz offer?
Peter Allison Wentz specializes in Financial Planning, Investment Management. Contact their office in FALLS CHURCH, Virginia for a consultation.
What are Peter Allison Wentz's credentials?
Peter Allison Wentz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Allison Wentz located?
Peter Allison Wentz is based in FALLS CHURCH, Virginia, working with THE BURNEY COMPANY. Their office serves clients in the FALLS CHURCH metropolitan area and surrounding communities.
How does Peter Allison Wentz charge for services?
Peter Allison Wentz'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 THE BURNEY COMPANY?
THE BURNEY COMPANY has approximately 42 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FALLS CHURCH
Edward Ronald Lara — LARA, MAY & ASSOCIATES, LLCRichard Ronald Romero — LARA, MAY & ASSOCIATES, LLCTracey Albertson Baker — CJM WEALTH ADVISERS, LTD.Brian Timothy Jones — CJM WEALTH ADVISERS, LTD.Senour Hunt — THE BURNEY COMPANY
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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