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

More Retirement Planning firms in Chevy Chase, Maryland:

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T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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