Aog Wealth Management
Aog Wealth Management (CRD# 159026) is a financial advisory firm headquartered in Reston, VA. They manage $305,046,641 in 1,057 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management305MILLION
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Total Number of Accounts1,057ACCOUNTS
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Average Account Value$288,597
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
CA, DC, FL, MD, NC, PA, TX, VA
Frederick Baerenz (CRD# 2388453) is an Investment Advisor Representative working at Aog Wealth Management in Reston, VA and has over 28 years of experience in the finance industry.
Sarah Gosselin (CRD# 6323497) is an Investment Advisor Representative working at Aog Wealth Management in Reston, VA and has over 6 years of experience in the finance industry.
Erin Holt (CRD# 6495478) is an Investment Advisor Representative working at Aog Wealth Management in Reston, VA and has over 5 years of experience in the finance industry. Erin Holt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Ortlip (CRD# 4174290) is an Investment Advisor Representative working at Aog Wealth Management in Reston, VA and has over 22 years of experience in the finance industry. James Ortlip has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Miguel Bremer Wirtig (CRD# 7494161) is an Investment Advisor Representative working at Aog Wealth Management in The Woodlands, TX and has over 3 years of experience in the finance industry.