INTERVEST LTD
Total AUM
$247M
Employees
5Clients
176Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2 WISCONSIN CIRCLE
SUITE 910
CHEVY CHASE
MD 20815-7040
United States
SUITE 910
CHEVY CHASE
MD 20815-7040
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
301-951-4455
Financials
Total AUM
$247M
Accounts
339Discretionary
$131.5M
Accounts
135Non-Discretionary
$115.5M
Accounts
204
Clients
Individual Clients
70AUM
$19M
HNW Individual Clients
105AUM
$227.4M
Charitable Organization Clients
1AUM
$572.1K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
DCFLMDTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.