Claim Profile
FS

Femi Taofik Shote

ASSET HARVEST GROUP, LLC·TYSONS CORNER, Virginia
Unclaimed Profile
8000 TOWERS CRESCENT DRIVE, TYSONS CORNER, VA 22182CRD# 2250726Firm CRD# 122774
01

About

Femi Taofik Shote is a registered financial advisor based in TYSONS CORNER, Virginia, affiliated with ASSET HARVEST GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ASSET HARVEST GROUP, LLC
RETIREWISE CFP
AUM
$107M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2250726
Firm CRD# 122774
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TYSONS CORNER?

Browse all registered financial advisors in TYSONS CORNER, Virginia or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Femi Taofik Shote offer?
Femi Taofik Shote specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TYSONS CORNER, Virginia for a consultation.
What are Femi Taofik Shote's credentials?
Femi Taofik Shote is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Femi Taofik Shote located?
Femi Taofik Shote is based in TYSONS CORNER, Virginia, working with ASSET HARVEST GROUP, LLC. Their office serves clients in the TYSONS CORNER metropolitan area and surrounding communities.
How does Femi Taofik Shote charge for services?
Femi Taofik Shote's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET HARVEST GROUP, LLC?
ASSET HARVEST GROUP, LLC has approximately 1 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty