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F/M INVESTMENTS LLC
WASHINGTON, DC
202-839-4910
SEC #801-116853Total AUM
$17.7B
Employees
83Clients
5,780Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3050 K. ST NW
SUITE 201
WASHINGTON
DC 20007
United States
SUITE 201
WASHINGTON
DC 20007
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
202-839-4910
Other Offices
9
Financials
Total AUM
$17.7B
Accounts
5,780Discretionary
$17.6B
Accounts
5,687Non-Discretionary
$92.2M
Accounts
93
Clients
Individual Clients
202AUM
$80.5M
HNW Individual Clients
797AUM
$999.7M
Banking Clients
25AUM
$116.9M
Investment Company Clients
23AUM
$8.6B
Pooled Vehicle Clients
53AUM
$334.1M
Pension/Profit Sharing Plan Clients
108AUM
$2.3B
Charitable Organization Clients
77AUM
$255.1M
Government Entity Clients
19AUM
$112.3M
Investment Advisor Clients
3,971AUM
$1.8B
Corporation or Business Clients
497AUM
$3.1B
Other Clients
8AUM
$42.3M
Description of Other Clients
ENDOWMENTS & TRIBAL ACCOUNTS
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.