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Building 2TRIPP FINANCIAL CONSULTANTS, INC.

Map pinROCKVILLE, MD
Phone301-721-1800
NotebookSEC #801-20798
Total AUM
$66.3M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2400 RESEARCH BLVD
SUITE 300
ROCKVILLE
MD 20850-6215
United States
Operating Hours
9:00AM- 5:30PM
Monday - Friday
Phone
301-721-1800

ReceiptFinancials

Total AUM
$66.3M
Accounts
448
Discretionary
$0
Accounts
0
Non-Discretionary
$66.3M
Accounts
448

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISER/MANAGER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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