OCTAGON FINANCIAL SERVICES INC of MCLEAN, VA is an SEC-registered investment adviser (CRD 107335). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Frank Matthew Zecca | PRESIDENT | — |
| Christopher John Legg | VICE PRESIDENT | — |
| Geoffrey Douglas Marsh | TREASURER | — |
| Austin J Philbin | CHIEF OPERATING OFFICER | — |
| Paul John Haase | CHIEF COMPLIANCE OFFICER | — |
| ZECCA FRANK MATTHEW | PRESIDENT; VICE PRESIDENT | — |
| PLEWES JANET MARIE | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| COTTER RICHARD PATRICK | SECRETARY/TREASURER | — |
| LETFORD TAMI LYNN | SECRETARY/TREASURER | — |
| BENDER DANIEL ERIC | SECRETARY/TREASURER | — |
| BALLARD DAVID ALLEN | SECRETARY/TREASURER | — |
| FABRIZIO PHILIP MATTHEW | SECRETARY/TREASURER | — |
| BENDER TAMI LYNN | SECRETARY/TREASURER | — |
| LEGG CHRISTOPHER JOHN | VICE PRESIDENT; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MARSH GEOFFREY DOUGLAS | TREASURER | — |
| VU NANCY | SECRETARY | — |
| HAASE PAUL | CHIEF COMPLIANCE OFFICER | — |
| PHILBIN AUSTIN J | CHIEF OPERATING OFFICER | — |
| HAASE PAUL JOHN | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| WATERLOO, ONTARIO | — | 2 | 519-749-1582 |
| WATERLOO, ONTARIO | — | 2 | 519-749-1582 |