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James Harris Rooney

Avenir Corp.

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About James Harris Rooney

James Harris Rooney is a financial advisor with Avenir Corp. in Alexandria, VA. James has been in the financial industry since 1987 and holds the Series 63, Series 65 and Series 7 licenses. James is also a Chartered Financial Analyst (CFA).

Firm Information

James Rooney is currently registered with Avenir Corp.. Avenir Corp. is an Alexandria, VA-based investment advisor registered with the SEC. They provide portfolio management services for individuals, businesses, and pooled investment vehicles. The firm manages approximately $1 billion in assets for over 487 clients. Avenir Corp. offers a wrap fee program for clients.
Avenir Corp.

277 SOUTH WASHINGTON STREET

ALEXANDRIA, VA 22314

$1.02B

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Rooney’s Registration & Firm History

VA

12/20/2022 - Present

Avenir Corp. (ALEXANDRIA VA)

NY

06/23/1987 - 07/11/1990

SELIGMAN SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/29/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/18/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/20/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Harris Rooney.
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