James Ortlip

Chief Investment Officer at AOG Wealth Management Inc. - Great Falls, VA, US

James Ortlip's Contact Details
HQ
866-993-0203
Location
Great Falls,Virginia,United States
Company
AOG Wealth Management Inc.
James Ortlip's Company Details
AOG Wealth Management Inc. logo, AOG Wealth Management Inc. contact details

AOG Wealth Management Inc.

Great Falls, VA, US • 20 - 49 Employees
Financial Services

AOG Wealth Management provides financial planning services to high net worth individuals and small businesses in the Northern Virginia and Washington DC metro area. AOG offers institutional-quality investment management services in the setting of a boutique firm. AOG's advisory team has over 100 combined years of experience in helping clients grow and protect their wealth – providing a steady hand of guidance to clients throughout some of the most volatile markets in history. AOG's sophisticated investment solutions deliver a diversified portfolio that extends beyond the traditional stock market.11911 Freedom DriveSuite 730Reston, Virginia20190 United States(703)­ 757-80201-877­-600-3573Securities offered through Kalos Capital, Inc. located at 11525 Park Woods Circle, Alpharetta, Georgia 30005 and/or TD Ameritrade Institutional Services located at 7801 Mesquite Bend Drive, Suite 112, Irving, TX 75063-6043. Investment advisory services offered through AOG Wealth Management, Inc. AOG Wealth Management, Inc. is neither an affiliate nor subsidiary of either Kalos Capital, Inc. or TD Ameritrade Institutional Services.

Wealth Management Financial Planning Retirement Planning Portfolio Management Financial Services Financial Advisory Services
Details about AOG Wealth Management Inc.
Frequently Asked Questions about James Ortlip
James Ortlip currently works for AOG Wealth Management Inc..
James Ortlip's role at AOG Wealth Management Inc. is Chief Investment Officer.
James Ortlip's email address is ***@aogwealth.com. To view James Ortlip's full email address, please signup to ConnectPlex.
James Ortlip works in the Financial Services industry.
James Ortlip's colleagues at AOG Wealth Management Inc. are Michelle Whitlock, Susan White, Sheila Baerenz, Lydia Gosselin, Michelle Whitlock, Joseph Yoon, Amanda Pfeifle and others.
James Ortlip's phone number is 866-993-0203
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