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Chloerissa Grey Kirwan

RESTON WEALTH MANAGEMENT, LLC.·RESTON, Virginia
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1984 ISAAC NEWTON SQUARE WEST, RESTON, VA 20190-5039CRD# 4305480Firm CRD# 148816
01

About

Chloerissa Grey Kirwan is a registered financial advisor based in RESTON, Virginia, affiliated with RESTON WEALTH MANAGEMENT, LLC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

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

Firm Overview

Firm
RESTON WEALTH MANAGEMENT, LLC.
RESTON WEALTH MANAGEMENT
AUM
$412M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4305480
Firm CRD# 148816
No disclosures on file
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Frequently Asked Questions

What services does Chloerissa Grey Kirwan offer?
Chloerissa Grey Kirwan specializes in Financial Planning, Investment Management. Contact their office in RESTON, Virginia for a consultation.
What are Chloerissa Grey Kirwan's credentials?
Chloerissa Grey Kirwan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chloerissa Grey Kirwan located?
Chloerissa Grey Kirwan is based in RESTON, Virginia, working with RESTON WEALTH MANAGEMENT, LLC.. Their office serves clients in the RESTON metropolitan area and surrounding communities.
How does Chloerissa Grey Kirwan charge for services?
Chloerissa Grey Kirwan's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RESTON WEALTH MANAGEMENT, LLC.?
RESTON WEALTH MANAGEMENT, LLC. has approximately 8 employees and manages $412M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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