1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DIVERGENT PLANNING

Map pinBETHESDA, MD
Phone(240) 428-8911
NotebookSEC #801-112962
Total AUM
$423.1M
Employees
8
Clients
268

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
$423.1M
Accounts
960
Discretionary
$423.1M
Accounts
960
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
68
AUM
$20.6M
HNW Individual Clients
200
AUM
$402.5M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLGALAMDNCSCTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account