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Building 2THE ADVISORS GROUP, INC.

Map pinBETHESDA, MD
Phone800-777-1500
NotebookSEC #801-21679
Total AUM
$522.9M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7315 WISCONSIN AVENUE
BETHESDA
MD 20814
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
800-777-1500

ReceiptFinancials

Total AUM
$522.9M
Accounts
2,443
Discretionary
$85.8M
Accounts
448
Non-Discretionary
$437.1M
Accounts
1,995

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingSRO Rule Violation
State Registrations
MD

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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