Chawla, Birindar Singh is a large advisory firm based in Falls Church. It manages $35.56 million of regulatory assets for 122 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Maryland and Virginia.
Chawla, Birindar Singh provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Chawla, Birindar Singh is $35.56 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Chawla, Birindar Singh for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Chawla, Birindar Singh performs its advisory services is located at 7637 Leesburg Pike, Falls Church, VA 22043 2520, 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 703-847-9392 or by fax 703-847-4640. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at lpl.com/marshall.chawla.