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Building 2QP CONSULTING

Map pinTAKOMA PARK, MD
Phone301-326-1521
NotebookSEC #801-69753
Total AUM
$63.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6930 CARROLL AVENUE
STE. 402
TAKOMA PARK
MD 20912
United States
Operating Hours
8:00 A.M. - 5:30 P.M.
Monday - Friday
Phone
301-326-1521

ReceiptFinancials

Total AUM
$63.9M
Accounts
37
Discretionary
$2.8M
Accounts
12
Non-Discretionary
$61.1M
Accounts
25

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF THE OVERALL ASSETS OF THE QUALIFIED PLAN

Shield checkCompliance

Disclosures

None reported

State Registrations
DCMDVA

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

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