| Name | Title | Ownership | Since |
|---|---|---|---|
| Austin J Philbin Control | Chief Operating Officer | Under 5% | 2023 |
| Christopher John Legg Control | Vice President | Under 5% | 2013 |
| Frank Matthew Zecca Control | President | Under 5% | 2013 |
Octagon Financial Services Inc reports $1.4 billion in regulatory assets under management on its Form ADV.
Octagon Financial Services Inc reports 24 employees.
Octagon Financial Services Inc is based in McLean, VA.
Octagon Financial Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7950 Jones Branch Drive, Suite 700n, McLean, VA 22102 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
| Discretionary | $1.17B |
| Non-discretionary | $189.1M |
| Total (RAUM) | $1.36B |