James
Rooney
Avenir Corporation
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About this Advisor
James Rooney is a chartered financial analyst operating out of Alexandria, Virginia with 1 year of industry experience. Rooney is on the advisory team at Avenir Corporation. They have been employed by Avenir Corporation for all of their career. Rooney holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Texas and Virginia. Avenir Corporation is an advisory business that has its headquarters in Alexandria, VA. It administers $1 billion in total assets among its 594 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm serves 13 charities and foundations. Of its 594 customer accounts, 59% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm performs a few services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules usually depend on the type of financial services provided. However, fees charged by Avenir Corporation typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avenir Corporation Brokerage Details
$1,098,908,006
7
594
$1,850,013
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
James Rooney Work History
James has been registered as a financial advisor for 1 years.*
Avenir Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Rooney 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 Avenir Corporation
Alexandria, VA
Alexandria, VA
Alexandria, VA
Alexandria, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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