RV STRATEGIES

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
FAIRFAX, Virginia
CRD number
310973
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Rv Strategies operates as a limited liability company focused on capital allocation and the selection of other advisers. While the firm does not actively engage in ESG investing, it serves as a capital allocator, directing resources towards various investment strategies. Rv Strategies primarily caters to a diverse client base, although specific client demographics are not detailed. The firm’s fee structure is categorized as "Other," indicating a non-standard approach to charging clients for advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • William Richardson

    Director of Legal & ComplianceCRD 7296729

  • Phil Ingrassia

    PresidentCRD 7301945

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FAIRFAX, VA

FAIRFAX CITY

Location

FAIRFAX, VA

Headquartered in FAIRFAX, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
FAIRFAX CITY
Address
3930 University Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth