INTERVEST LTD

2 Wisconsin Circle
Suite 910
Chevy Chase, Maryland 20815-7040
Tel: 301-951-4455

About INTERVEST LTD

INTERVEST LTD, formally registered with the SEC as INTERVEST LTD. The firm was established in 02/10/1986. They have over 1 offices throughout the country.

INTERVEST LTD is a Chevy Chase, Maryland based Financial Planning firm with nearly $147,791,886 assets under management, offering retirement planning & investment advisory services to 318 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104614
SEC#	801-26390
Assets Managed by Firm	$147,791,886
No. of Clients	318
No. of Advisors	5

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	318	$147,791,886
Individuals (other than high net worth individuals)	51	$9,364,805
High net worth individuals	94	$137,915,801
Charitable organizations	Fewer than 5 clients	$511,280

Inquire with INTERVEST LTD

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Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,506,538,334,571	3783	3722
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$165,475,690,648	62	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$98,298,071,437	22302	629
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$53,251,436,325	121	98
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$34,265,560,279	498	154

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