OCTAGON FINANCIAL SERVICES INC

OFS
MCLEAN, Virginia·8 registered advisors·CRD# 107335
SEC# 801-200761(703) 905-3300
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
23
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OCTAGON FINANCIAL SERVICES INC

8 registered advisors
Austin J Philbin
MCLEAN, Virginia
Christopher John Legg
MCLEAN, Virginia
Frank Matthew Zecca
MCLEAN, Virginia
Geoffrey Douglas Marsh
MCLEAN, Virginia
Janet Marie Plewes
MCLEAN, Virginia
Nancy Vu
MCLEAN, Virginia
Paul John Haase
MCLEAN, Virginia
Philip Matthew Fabrizio
MCLEAN, Virginia
05

Office Locations

MCLEAN, Virginia
8 advisors

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Data sourced from SEC Form ADV filings. OCTAGON FINANCIAL SERVICES INC (CRD# 107335) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.