Unclaimed Profile

Janet Marie Plewes

OCTAGON FINANCIAL SERVICES INC·MCLEAN, Virginia

Clean recordOCTAGON FINANCIAL SERVICES INC

7950 JONES BRANCH DRIVE, MCLEAN, VA 22107CRD# 2477225Firm CRD# 107335

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Janet Marie Plewes · MCLEAN, VA

Registration

CRD #2477225 · OCTAGON FINANCIAL SERVICES INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Janet Marie Plewes is a registered financial advisor based in MCLEAN, Virginia, affiliated with OCTAGON FINANCIAL SERVICES INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

OCTAGON FINANCIAL SERVICES INC

OFS

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at OCTAGON FINANCIAL SERVICES INC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2477225

Firm CRD# 107335

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Janet Marie Plewes offer?

Janet Marie Plewes specializes in Financial Planning, Investment Management. Contact their office in MCLEAN, Virginia for a consultation.

What are Janet Marie Plewes's credentials?

Janet Marie Plewes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Janet Marie Plewes located?

Janet Marie Plewes is based in MCLEAN, Virginia, working with OCTAGON FINANCIAL SERVICES INC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.

How does Janet Marie Plewes charge for services?

Janet Marie Plewes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OCTAGON FINANCIAL SERVICES INC?

OCTAGON FINANCIAL SERVICES INC has approximately 23 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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