Frederick
Baerenz
Aog Wealth Management
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About this Advisor
Frederick Baerenz is a financial advisor based out of Reston, Virginia, who has been in the advisory business for 22 years. Baerenz is currently employed by Aog Wealth Management. Baerenz has gained experience at Cetera Advisors LLC, Multi-Financial Securities Corp, Alpha Omega Group, Inc and Kalos Capital, Inc. Baerenz has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Virginia. Aog Wealth Management is a financial advisory firm that has its headquarters in Reston, Virginia. The firm has offices in two locations and a total of 11 people on staff. It oversees $270 million in assets under management across its 1,030 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises nine charitable organizations. Of its 1,030 client accounts, 27% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Aog Wealth Management offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically depend on the services. However, fee types billed by Aog Wealth Management likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Aog Wealth Management Brokerage Details
$270,363,956
11
1,030
$262,489
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Frederick Baerenz Work History
Frederick has 22 years of experience.
Kalos Capital, Inc
Alpha Omega Group, Inc
Cetera Advisors LLC
Multi-Financial Securities Corp
Disclosures
Frederick Baerenz has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Aog Wealth Management
The Woodlands, TX
Reston, VA
Reston, VA
Reston, VA
Reston, VA
Reston, VA
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