WALDMAN FINANCIAL ADVISERS, LLC
WALDMAN FINANCIAL ADVISERS, LLC of VIENNA, VA is an SEC-registered investment adviser (CRD 146763). Regulatory assets under management: $104.3M.
Registration
- CRD: 146763
- SEC file number: 801-118203
- Type: Registered investment adviser
- Location: 501 CHURCH ST NE, SUITE 110, VIENNA, VA, 22180
- Phone: 703-281-7100
- Latest filing: 2023-03-22
- Regulatory AUM: $104.3M
- Discretionary AUM: $104.3M
- Clients: 2
- Accounts: 184
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| WALDMAN MARK STEVEN | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| WALDMAN GAIL LYNN | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
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