Frederick
Baerenz

Aog Wealth Management

CRD#2388453

Investment Advisor

in Great Falls, VA

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About this Advisor

Frederick Baerenz is a financial advisor working out of Great Falls, Virginia, who has 20 years of work experience. Baerenz is an advisor for Aog Wealth Management. During their career, Baerenz has held roles at Pacific West Securities, Inc, Pacific West Financial Consultants, Inc, Multi-Financial Securities Corp, Cetera Advisors LLC, Alpha Omega Group, Inc and Kalos Capital, Inc. Baerenz maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Virginia. Aog Wealth Management is a firm headquartered in Great Falls, Virginia. It has $233 million in total assets between its 1,372 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 1,372 accounts, 24% belong to high-net-worth investors who have greater than $1 million in investable assets. Aog Wealth Management has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice usually depend on which service is provided. Fees charged by Aog Wealth Management likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

10130-E Colvin Run Road

Great Falls, VA 22066

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Aog Wealth Management Brokerage Details

Total Assets Under Management

$232,882,905

VA Average: $1,835,309,194

Total Number of Employees

9

VA Average: 32

Total Number of Accounts

1,372

VA Average: 1,458

Average Account Size

$169,740

VA Average: $1,258,785

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Investment Advisory Services

Financial planning services
Portfolio management for individuals and/or small businesses