4800 Montgomery Lane
Suite 150
Bethesda, Maryland 20814
Tel: 888-843-3831
ADVISORSHARES, formally registered with the SEC as ADVISORSHARES. The firm was established in 08/04/2009. They have over 1 offices throughout the country.
ADVISORSHARES is a Bethesda, Maryland based Financial Planning firm with nearly $1,244,839,852 assets under management, offering retirement planning & investment advisory services to 26 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 149782 |
SEC# | 801-70457 |
Assets Managed by Firm | $1,244,839,852 |
No. of Clients | 26 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 26 | $1,244,839,852 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,506,538,334,571 | 3783 | 3722 | |
$165,475,690,648 | 62 | 114 | |
$98,298,071,437 | 22302 | 629 | |
$53,251,436,325 | 121 | 98 | |
$34,265,560,279 | 498 | 154 |
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