Iram
Amir
Sagevest Wealth Management
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About this Advisor
Iram Amir is a financial advisor based in Mc Lean, Virginia, working with Sagevest Wealth Management. Iram has previously held positions at Sagevest Wealth Management, Global Advisor Group, Pavlov Financial Planning, Virginia Tech, Sleep Clinics Of America, and The Steward School. Iram has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Iram is part of Sagevest Wealth Management, which operates out of Mc Lean, Virginia. The firm has 6 employees and manages assets totaling $300.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Sagevest Wealth Management includes asset-based and hourly fees.
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Sagevest Wealth Management Brokerage Details
$300,646,604
6
426
$705,743
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Iram Amir Work History
Sagevest Wealth Management
Global Advisor Group
Pavlov Financial Planning
Sleep Clinics Of America
Virginia Tech
Sleep Clinics Of America
The Steward School
Disclosures
Please visit the SEC profile of Iram Amir 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 Sagevest Wealth Management
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
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