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ADVISORSHARES

4800 Montgomery Lane
Suite 150
Bethesda, Maryland 20814
Tel: 888-843-3831

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About ADVISORSHARES

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.

Firm Information

SEC Current StatusApproved
Firm CRD#149782
SEC#801-70457
Assets Managed by Firm$1,244,839,852
No. of Clients26
No. of Advisors9

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Investment

Firm Client Information

No. of ClientsAUM
Firm Total26$1,244,839,852

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