Geometric Wealth Advisors LLC

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Geometric Wealth Advisors LLC
CRD #171670
SEC #801-112016
CIK #
AUM $225.9 MM (100% Disc, 100% US, 2020-03-17)
Employees6 (50% Investors, 0% Brokers)
Phone973-525-4901
Address1717 K Street NW
Washington, DC 20006
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
230184138924602010201320172021
Comparable Firms State AUM ($BB)
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OH 0.2
Essential Planning LLC
NH 0.2
The Hogan-Knotts Financial Group Inc
NJ 0.2
Mountain Capital Investment Advisors Inc
CO 0.2
The Planned Approach Inc
MO 0.2
VR Advisors LLC
CA 0.2
Select Capital Advisors LLC
PA 0.2
HELM Investment Management LLC
CO 0.2
RUDD International Inc
FL 0.2
Integrated Financial Strategies LLC
FL 0.2
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