$19.8M Total AUM
$19.8M Disc. AUM
-- 3Y CAGR
0 Employees
21 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-13-2009
- Office Locations
- 1
Office Locations
1701 Pennsylvania AVE, NW Suite 300 Washington DC
About Dominion Financial Consultants, LLC
Dominion Financial Consultants is a fee-only advisory and consulting firm (founded 2006) serving a limited number of individuals, small businesses, and select nonprofits in the Washington, D.C. area. The team provides comprehensive, customized guidance with a holistic client relationship. As fiduciaries and NAPFA members, they do not sell products or accept commissions.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$944.5K AVG AUM / CLIENT
17.5 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
CHRISTINE RUSHIN MISTR
Chief Executive Officer, Owner
- CRD
- #5199325
- 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 | $19,834,285 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,834,285 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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