BONTEMPO OHLY CAPITAL MANAGEMENT, LLC

7501 Wisconsin Ave
Suite 1340
Bethesda, Maryland 20814
Tel: 240-497-1300

About BONTEMPO OHLY CAPITAL MANAGEMENT, LLC

BONTEMPO OHLY CAPITAL MANAGEMENT, LLC, formally registered with the SEC as BONTEMPO OHLY CAPITAL MANAGEMENT, LLC. The firm was established in 10/19/2004. They have over 1 offices throughout the country.

BONTEMPO OHLY CAPITAL MANAGEMENT, LLC is a Bethesda, Maryland based Financial Planning firm with nearly $352,764,139 assets under management, offering retirement planning & investment advisory services to 677 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	132804
SEC#	801-63584
Assets Managed by Firm	$352,764,139
No. of Clients	677
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	677	$352,764,139
Individuals (other than high net worth individuals)	63	$20,766,322
High net worth individuals	89	$314,438,215
Pension and profit sharing plans	5	$9,407,217
Corporations or other businesses	5	$8,152,385

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