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MV CAPITAL MANAGEMENT, INC.
BETHESDA, MD
301-656-6545
SEC #801-65709Total AUM
$1.4B
Employees
8Clients
516Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3 BETHESDA METRO CENTER
SUITE 650
BETHESDA
MD 20814-6336
United States
SUITE 650
BETHESDA
MD 20814-6336
United States
Operating Hours
8:30-5:00
Monday - Friday
Monday - Friday
Phone
301-656-6545
Other Offices
1
Financials
Total AUM
$1.4B
Accounts
1,224Discretionary
$1.4B
Accounts
1,220Non-Discretionary
$1.5M
Accounts
4
Clients
Individual Clients
149AUM
$53.7M
HNW Individual Clients
295AUM
$946.1M
Pension/Profit Sharing Plan Clients
50AUM
$297M
Charitable Organization Clients
22AUM
$142.9M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CADCDEFLMAMDNCNHNJNYOHSCTXVA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.