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Financial Advisor
Virginia
Mclean
OLIO FINANCIAL PLANNING

OLIO FINANCIAL PLANNING

Tel: 703.459.9299 1751 Pinnacle Drive Suite 600 Mclean, Virginia 22102-4007

About OLIO FINANCIAL PLANNING

OLIO FINANCIAL PLANNING is a Mclean, Virginia based financial advisory firm with nearly $412,667,401 in assets under management and provides investment advisory services for 1486 clients. There are currently 12 financial advisors at the firm.

General Information
Firm CRD#:

282355

Firm SEC#:

801-111849

Assets Under Management:

$412,667,401

No. of Clients:

1486

No. of Advisors:

12

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Fee Structure:

Hourly charges, Fixed fees

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