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 $1,636,130,105 assets under management, offering retirement planning & investment advisory services to 2899 clients. The firm is staffed with 21 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 108967 |
SEC# | 801-57836 |
Assets Managed by Firm | $1,636,130,105 |
No. of Clients | 2899 |
No. of Advisors | 21 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2899 | $1,636,130,105 |
Individuals (other than high net worth individuals) | 485 | $245,600,000 |
High net worth individuals | 550 | $1,373,130,105 |
Charitable organizations | 9 | $17,400,000 |
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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