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Building 2PROFIT INVESTMENTS

Map pinNORTH BETHESDA, MD
Phone301-650-0059
NotebookSEC #801-52528
Total AUM
$26.8M
Employees
5
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11710 OLD GEORGETOWN ROAD
SUITE 1
NORTH BETHESDA
MD 20852
United States
Operating Hours
8:45A.M.- 5:45P.M.
Monday - Friday
Phone
301-650-0059

ReceiptFinancials

Total AUM
$26.8M
Accounts
3
Discretionary
$26.8M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$847.7K
Other Clients
2
AUM
$25.9M
Description of Other Clients
UNION TARF

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCILLAMDNCNYTN

HandshakeAffiliates

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

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