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Building 2FSA WEALTH PARTNERS

Map pinROCKVILLE, MD
Phone301-949-7300
NotebookSEC #801-18801
Total AUM
$819.7M
Employees
16
Clients
700

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE CHURCH STREET
SUITE 901
ROCKVILLE
MD 20850
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
301-949-7300

ReceiptFinancials

Total AUM
$819.7M
Accounts
1,957
Discretionary
$819.7M
Accounts
1,957
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
467
AUM
$190.6M
HNW Individual Clients
231
AUM
$595.8M
Charitable Organization Clients
1
AUM
$31.8M
Corporation or Business Clients
1
AUM
$1.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACODCDEFLGAILINLAMAMDMINCNJNMNYOHORPASCTNTXUTVAWAWIWV

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

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