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Building 2BONTEMPO OHLY CAPITAL MANAGEMENT, LLC

Map pinBETHESDA, MD
Phone240-497-1300
NotebookSEC #801-63584
Total AUM
$405.7M
Employees
6
Clients
159

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7501 WISCONSIN AVE
SUITE 1340E
BETHESDA
MD 20814
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
240-497-1300

ReceiptFinancials

Total AUM
$405.7M
Accounts
692
Discretionary
$405.7M
Accounts
692
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
62
AUM
$20.6M
HNW Individual Clients
91
AUM
$367.1M
Pension/Profit Sharing Plan Clients
1
AUM
$9M
Corporation or Business Clients
5
AUM
$8.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDNCNHNJNYSCTXVA

HandshakeAffiliates

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

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