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Building 2INTERVEST LTD

Map pinCHEVY CHASE, MD
Phone301-951-4455
NotebookSEC #801-26390
Total AUM
$247M
Employees
5
Clients
176

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 WISCONSIN CIRCLE
SUITE 910
CHEVY CHASE
MD 20815-7040
United States
Operating Hours
9-5
Monday - Friday
Phone
301-951-4455

ReceiptFinancials

Total AUM
$247M
Accounts
339
Discretionary
$131.5M
Accounts
135
Non-Discretionary
$115.5M
Accounts
204

ContactClients

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Individual Clients
70
AUM
$19M
HNW Individual Clients
105
AUM
$227.4M
Charitable Organization Clients
1
AUM
$572.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLMDTXVA

HandshakeAffiliates

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

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