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Ticknor Financial, Inc. (Reston)


Ticknor Financial, Inc. is a large advisory firm based in Reston. It manages $35.65 million of regulatory assets for 190 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Maryland.

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Ticknor Financial provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ticknor Financial: assets under management

The assets under management (AUM) of Ticknor Financial, Inc. is $35.65 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35.65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $187.64 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ticknor Financial, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Reston

The principal office where Ticknor Financial, Inc. performs its advisory services is located at 11517 Running Cedar Road, Reston, VA 20191 The mailing address of the firm is 12110 Sunset Hills Road, Reston, VA 20190. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-476-3521 or by fax 703-476-0612. The normal business hours are 9:30 a.m.-4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.ticknorfinancial.com.


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