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Building 2EXETER TRUST CORP

Map pinBETHESDA, MD
Phone301-652-1212
NotebookSEC #801-43343
Total AUM
$22.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8311 WISCONSIN AVENUE, STE B9
BETHESDA
MD 20814
USA
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
301-652-1212

ReceiptFinancials

Total AUM
$22.2M
Accounts
223
Discretionary
$21.6M
Accounts
220
Non-Discretionary
$678K
Accounts
3

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
DCMDVA

HandshakeAffiliates

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

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