4520 East-West Highway
Suite 450
Bethesda, Maryland 20814
Tel: 301-657-8870
FBB CAPITAL PARTNERS, formally registered with the SEC as FBB CAPITAL PARTNERS. The firm was established in 08/04/2000. They have over 4 offices throughout the country.
FBB CAPITAL PARTNERS is a Bethesda, Maryland based Financial Planning firm with nearly $1,867,509,000 assets under management, offering retirement planning & investment advisory services to 2917 clients. The firm is staffed with 21 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 108967 |
SEC# | 801-57836 |
Assets Managed by Firm | $1,867,509,000 |
No. of Clients | 2917 |
No. of Advisors | 21 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2917 | $1,867,509,000 |
Individuals (other than high net worth individuals) | 485 | $248,033,000 |
High net worth individuals | 570 | $1,601,776,000 |
Charitable organizations | 8 | $17,700,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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