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FBB CAPITAL PARTNERS

4520 East-West Highway
Suite 450
Bethesda, Maryland 20814
Tel: 301-657-8870

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About FBB CAPITAL PARTNERS

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.

Firm Information

SEC Current StatusApproved
Firm CRD#108967
SEC# 801-57836
Assets Managed by Firm $1,636,130,105
No. of Clients 2899
No. of Advisors 21

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total2899$1,636,130,105
Individuals (other than high net worth individuals)485$245,600,000
High net worth individuals550$1,373,130,105
Charitable organizations9$17,400,000
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