Finigan Financial Services, LLC (Vienna)

Finigan Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Finigan Financial Services: assets under management

The assets under management (AUM) of Finigan Financial Services, LLC is $53.7 million. The firm's AUM has grown by 57% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $51.8 million in discretionary accounts and $1.9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $152.8 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $158.33 thousand.

Finigan Financial Services has custody of $53.7 million in cash and securities for 115 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Finigan Financial Services, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Vienna

The principal office where Finigan Financial Services, LLC performs its advisory services is located at 8381 Old Courthouse Road, Vienna, VA 22182, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-790-5999 or by fax 703-749-8588. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.finigan.net.

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