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FBB CAPITAL PARTNERS
4520 East-West Highway
Suite 450
Bethesda, Maryland 20814
Tel: 301-657-8870
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 $1,867,509,000 assets under management, offering retirement planning & investment advisory services to 2917 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| 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 |
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