PROFIT INVESTMENTS

11710 Old Georgetown Road
Suite 1
North Bethesda, Maryland 20852
Tel: 301-650-0059

About PROFIT INVESTMENTS

PROFIT INVESTMENTS, formally registered with the SEC as PROFIT INVESTMENTS. The firm was established in 07/29/1996. They have over 1 offices throughout the country.

PROFIT INVESTMENTS is a North Bethesda, Maryland based Financial Planning firm with nearly $131,958,052 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110294
SEC#	801-52528
Assets Managed by Firm	$131,958,052
No. of Clients	12
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	12	$131,958,052
High net worth individuals	1	$1,526,673

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