Fbr Investment Management, Inc. is a pension cosultant based in Arlington. It manages $9.25 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Virginia.
Fbr Investment Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fbr Investment Management, Inc. is $9.25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fbr Investment Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Fbr Investment Management, Inc. performs its advisory services is located at 1001 19 Th Street North, Arlington, VA 22209 1732, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 703-312-9500 or by fax 703-312-9701. The normal business hours are 9:00am - 5:00pm on Monday - Friday.