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Building 2DIVERGENT PLANNING

Map pinBETHESDA, MD
Phone(240) 428-8911
NotebookSEC #801-108855
Total AUM
$81.6M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6701 DEMOCRACY BLVD., SUITE 300
BETHESDA
MD 20817
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(240) 428-8911

ReceiptFinancials

Total AUM
$81.6M
Accounts
567
Discretionary
$75.8M
Accounts
423
Non-Discretionary
$5.8M
Accounts
144

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDTXVA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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