2 Wisconsin Circle, Suite 600
Chevy Chase, Maryland 20815-7020
Tel: (301)951-5288
CARDEROCK CAPITAL MANAGEMENT, INC, formally registered with the SEC as CARDEROCK CAPITAL MANAGEMENT, INC. The firm was established in 02/20/1987. They have over 1 offices throughout the country.
CARDEROCK CAPITAL MANAGEMENT, INC. is a Chevy Chase, Maryland based Financial Planning firm with nearly $551,302,799 assets under management, offering retirement planning & investment advisory services to 476 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 104570 |
SEC# | 801-28840 |
Assets Managed by Firm | $551,302,799 |
No. of Clients | 476 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 476 | $551,302,799 |
Individuals (other than high net worth individuals) | 129 | $39,498,961 |
High net worth individuals | 337 | $477,029,974 |
Pension and profit sharing plans | $6,716,705 | |
Charitable organizations | 6 | $28,057,159 |
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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