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PROFIT INVESTMENTS
11710 Old Georgetown Road
Suite 1
North Bethesda, Maryland 20852
Tel: 301-650-0059
About PROFIT INVESTMENTS
PROFIT INVESTMENTS, formally registered with the SEC as PROFIT INVESTMENTS. The firm was established in 07/29/1996. They have over 1 offices throughout the country.
PROFIT INVESTMENTS is a North Bethesda, Maryland based Financial Planning firm with nearly $131,958,052 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110294 |
| SEC# | 801-52528 |
| Assets Managed by Firm | $131,958,052 |
| No. of Clients | 12 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 12 | $131,958,052 |
| High net worth individuals | 1 | $1,526,673 |
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