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Building 2PROMETHIUM

Map pinBETHESDA, MD
Phone202-978-2519
NotebookSEC #801-129368
Total AUM
$235.3M
Employees
4
Clients
287

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7272 WISCONSIN AVE
10-105
BETHESDA
MD 20814
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
202-978-2519

ReceiptFinancials

Total AUM
$235.3M
Accounts
287
Discretionary
$235.3M
Accounts
287
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
69
AUM
$11.6M
HNW Individual Clients
208
AUM
$219.1M
Corporation or Business Clients
10
AUM
$4.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCMDNYVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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