4
$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-20-2016
- Office Locations
- 1
Office Locations
-- Arlington VA
About 401k AND More
401k AND More is a Arlington-based RIA. The firm has been operating for 9 years. Managing $2.3M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
$332.1K AVG AUM / CLIENT
3.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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No keyword tags available.
Owner & Executives
M
MARK G. KATZENBERGER
--
- CRD
- #2803435
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,324,378 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,324,378 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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