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NEAT FINANCIAL PLANNING
NEAT FINANCIAL PLANNING is a state-registered investment adviser in FALLS CHURCH, VA. The firm manages $21 million in assets, $18 million on a discretionary...
Overview
NEAT FINANCIAL PLANNING is a state-registered investment adviser in FALLS CHURCH, VA. The firm manages $21 million in assets, $18 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What is known about NEAT FINANCIAL PLANNING's investment strategy?
No investment strategy has been publicly disclosed. Family offices with similar confidentiality profiles often allocate across traditional and alternative asset classes through external managers, but no specific mandate, sector focus, or asset-class weighting can be confirmed for NEAT FINANCIAL PLANNING.
Where is NEAT FINANCIAL PLANNING located?
No headquarters, office location, or jurisdiction of incorporation has been publicly documented. This absence is common among family offices that prioritize privacy and do not engage in commercial solicitation.
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