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Building 2BRIDGEMARK WEALTH MANAGEMENT

Map pinROCKVILLE, MD
Phone(301) 850-0680
NotebookSEC #801-120076
Total AUM
$216.3M
Employees
5
Clients
376

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 RESEARCH COURT
SUITE 240
ROCKVILLE
MD 20850
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(301) 850-0680

ReceiptFinancials

Total AUM
$216.3M
Accounts
898
Discretionary
$216.3M
Accounts
898
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
327
AUM
$125.9M
HNW Individual Clients
49
AUM
$90.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLMDNCSCTXVA

HandshakeAffiliates

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

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