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Building 2MONEY PLANS

Map pinSILVER SPRING, MD
Phone301-589-4250
NotebookSEC #801-25959
Total AUM
$61.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8701 GEORGIA AVE
STE. 710
SILVER SPRING
MD 20910
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
301-589-4250

ReceiptFinancials

Total AUM
$61.5M
Accounts
229
Discretionary
$61.5M
Accounts
229
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MDVA

HandshakeAffiliates

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

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