Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
7 advisors
Number of Clients
285 clients
Average Client Portfolio
$4.6M average
Assets Under Management
$1.3B
Fee Structure
Financial Planning:Included in AUM fee
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Contact
David B Trenner
Location
8614 Westwood Center Drive, Suite 310, Vienna, VA, 22182
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
D'orazio Wealth Advisors
May 2013 - Present · 12 yrs 9 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.
Contact
David B Trenner