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Building 2EUCLID INVESTMENT ADVISORY, LLC

Map pinBETHESDA, MD
Phone301-500-0097
NotebookSEC #801-60766
Total AUM
$70M
Employees
3
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4701 SANGAMORE ROAD
N100
BETHESDA
MD 20816
United States
Operating Hours
9:00AM - 4:30PM
Monday - Friday
Phone
301-500-0097

ReceiptFinancials

Total AUM
$70M
Accounts
74
Discretionary
$70M
Accounts
74
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$8M
HNW Individual Clients
54
AUM
$50M
Investment Company Clients
5
AUM
$12M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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