DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 155978
FALLS CHURCH, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| SCHAUSS, MAURA, CAMPION | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | yes | 12/2010 | Nov 21, 2011 | Nov 9, 2022 |
| YOUNGDAHL, TODD, IAN | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | yes | 08/2012 | Mar 24, 2017 | Nov 9, 2022 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Ashburn | Va | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2021 | Mar 29, 2022 | $249M | $227M | 8 | 4 | 1 | n/a | n/a |
| 2020 | Mar 30, 2021 | $209M | $25.0M | 7 | 4 | 1 | n/a | n/a |
| 2019 | Feb 26, 2020 | $179M | $165M | 7 | 5 | 1 | n/a | n/a |
| 2018 | Mar 29, 2019 | $150M | $143M | 5 | 5 | 1 | n/a | n/a |
| 2017 | Mar 27, 2018 | $138M | $124M | 6 | 4 | 1 | n/a | n/a |
| 2016 | Mar 28, 2017 | $115M | $103M | 7 | 3 | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2021 | $249M | $209M | 18.9% | $150M | 18.3% | 8 | 7 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | Mar 10, 2023 | Feb 22, 2023 | ASHBURN, VA | Firm absorbed | RIA to ibd | 100.0% |