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Christopher Charles Pollina

ALLIED BEACON WEALTH MANAGEMENT, LLC·RICHMOND, Virginia
Unclaimed Profile
1100 BOULDERS PARKWAY, RICHMOND, VA 23225CRD# 2552092Firm CRD# 134922
01

About

Christopher Charles Pollina is a registered financial advisor based in RICHMOND, Virginia, affiliated with ALLIED BEACON WEALTH MANAGEMENT, 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
Nonprofits & Foundations
03

Firm Overview

Firm
CL WEALTH MANAGEMENT LLC
CL WEALTH MANAGEMENT LLC
AUM
$533M
Regulatory assets under management
Employees
44
Total firm employees
View all advisors at CL WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 2552092
Firm CRD# 134922
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher Charles Pollina offer?
Christopher Charles Pollina specializes in Financial Planning, Investment Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Christopher Charles Pollina's credentials?
Christopher Charles Pollina is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Charles Pollina located?
Christopher Charles Pollina is based in RICHMOND, Virginia, working with ALLIED BEACON WEALTH MANAGEMENT, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Christopher Charles Pollina charge for services?
Christopher Charles Pollina's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLIED BEACON WEALTH MANAGEMENT, LLC?
ALLIED BEACON WEALTH MANAGEMENT, LLC has approximately 44 employees and manages $533M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RICHMOND
Geoffrey Bonner Sale — RICHMOND CAPITAL MANAGEMENT INCClavel Tyrus Eubank — CAPGROUP ADVISORS, LLCJames Derrick Wreden — THETFORD INVESTMENT MANAGEMENT, INC.Matthew Joseph Buckley — CAPITAL ADVISORY GROUP, LLCJohn Richard Tashjian — PINENO LEVIN & FORD ASSET MANAGEMENT, INC.
Nearby cities in Virginia
ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)
City Guides
ARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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