Assets Under Management
$7.7B
Number of Clients
2
Number of Advisors
11
Average Client AUM
$3.9B
AUM per Advisor
$703.2M
Compensation
Fee-Only (AUM)
Homestead Advisers offers investment advisory services including benefit plan management, separately managed accounts, financial planning for Homestead Funds shareholders, model portfolio recommendations, and mutual fund management. They manage portfolios based on client needs and guidelines, with $7.7 billion in discretionary AUM.
4301 Wilson Blvd., Arlington, VA, 22203-1860