Aaron
Rosen
Aog Wealth Management
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About this Advisor
Aaron Rosen is a financial advisor based in Reston, Virginia, working with Aog Wealth Management. Aaron has previously held positions at Fsc Securities Corp, Lucia Securities, LLC, Lucia Capital Management, Copia Wealth Studios, and Aog Wealth Management. Aaron has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in California. Currently, Aaron is part of Aog Wealth Management, which operates out of Reston, Virginia. The firm has 3 offices and 12 employees. The firm manages assets totaling $341.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for investment companies. The fee structure at Aog Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aog Wealth Management Brokerage Details
$341,281,685
12
1,056
$323,183
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Aaron Rosen Work History
Aog Wealth Management
Copia Wealth Studios
Lucia Securities, LLC
Lucia Capital Management
Fsc Securities Corp
Disclosures
Please visit the SEC profile of Aaron Rosen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aog Wealth Management
Reston, VA
Reston, VA
Reston, VA
Reston, VA
Chicago, IL
Reston, VA
Reston, VA
Reston, VA
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