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Building 2PERRY B. SEIFFERT, INVESTMENT MANAGEMENT

Map pinBETHESDA, MD
Phone301-951-1588
NotebookSEC #801-64100
Total AUM
$54.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4550 MONTGOMERY AVENUE
SUITE 760 N
BETHESDA
MD 20814
United States
Operating Hours
10 A.M. - 4 P.M.
Monday - Friday
Phone
301-951-1588

ReceiptFinancials

Total AUM
$54.2M
Accounts
199
Discretionary
$54.2M
Accounts
198
Non-Discretionary
$556
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCMD

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

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