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Building 2PLANVEST FINANCIAL, INC.

Map pinGAITHERSBURG, MD
Phone(301) 977-7123
NotebookSEC #801-131058
Total AUM
$175.9M
Employees
8
Clients
309

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9711 WASHINGTONIAN BLVD, SUITE
SUITE 550
GAITHERSBURG
MD 20878
United States
Operating Hours
9-5
Monday - Friday
Phone
(301) 977-7123
Other Offices
1

ReceiptFinancials

Total AUM
$175.9M
Accounts
553
Discretionary
$175.9M
Accounts
553
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
224
AUM
$68.9M
HNW Individual Clients
83
AUM
$106.7M
Corporation or Business Clients
2
AUM
$198.2K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLMDNCNYPASCTNVAWV

HandshakeAffiliates

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

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