Michelle
Pimentel
Geometric Wealth Advisors, LLC
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About this Advisor
Michelle Pimentel is a financial advisor based in Vienna, Virginia, working with Geometric Wealth Advisors, LLC. Michelle has previously held positions at Geometric Wealth Advisor, Geometric Wealth Advisors, Zeiders Enterprises, Inc, Military Onesource, and the US Department of Defense. Michelle is registered to provide services in Texas and Virginia. Currently, Michelle is part of Geometric Wealth Advisors, LLC, which operates out of Vienna, Virginia. The firm has 5 offices and 23 employees. The firm manages assets totaling $764.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Geometric Wealth Advisors, LLC includes asset-based fees.
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Geometric Wealth Advisors, LLC Brokerage Details
$764,110,000
23
1,574
$485,457
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michelle Pimentel Work History
Geometric Wealth Advisor
Geometric Wealth Advisors
Zeiders Enterprises, Inc
Military Onesource
Us Department Of Defense
Disclosures
Please visit the SEC profile of Michelle Pimentel 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 Geometric Wealth Advisors, LLC
Denver, CO
Minneapolis, MN
Vienna, VA
Charlotte, NC
New York, NY
Washington, DC
Arlington Heights, IL
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