Almanack Strategies I, LLC is a related adviser based in Reston. It manages $9.2 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Pennsylvania and Virginia.
Almanack Strategies I provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. 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 Almanack Strategies I, LLC is $9.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 441% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Almanack Strategies I, LLC for their services and products based on a percentage of assets under management. 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.
The principal office where Almanack Strategies I, LLC performs its advisory services is located at 1840 Michael Faraday Dr., Reston, VA 20190, which is also the mailing address of the firm. An additional office of the firm is in Wayne, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 703-657-6060 or by fax 703-748-1372. The normal business hours are 8:30-5:30 on Monday - Friday.