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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 $188,309,554 assets under management, offering retirement planning & investment advisory services to 314 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 | $188,309,554 |
| No. of Clients | 314 |
| No. of Advisors | 5 |
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
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 314 | $188,309,554 |
| Individuals (other than high net worth individuals) | 101 | $12,650,025 |
| High net worth individuals | 65 | $175,122,519 |
| Charitable organizations | Fewer than 5 clients | $537,010 |
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