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FINANCIAL SERVICES ADVISORY
One Church Street
Suite 901
Rockville, Maryland 20850
Tel: 301-949-7300
About FINANCIAL SERVICES ADVISORY
FINANCIAL SERVICES ADVISORY, formally registered with the SEC as FINANCIAL SERVICES ADVISORY. The firm was established in 04/21/1983. They have over 1 offices throughout the country.
FINANCIAL SERVICES ADVISORY is a Rockville, Maryland based Financial Planning firm with nearly $693,702,744 assets under management, offering retirement planning & investment advisory services to 1981 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104513 |
| SEC# | 801-18801 |
| Assets Managed by Firm | $693,702,744 |
| No. of Clients | 1981 |
| No. of Advisors | 16 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1981 | $693,702,744 |
| Individuals (other than high net worth individuals) | 516 | $191,084,459 |
| High net worth individuals | 198 | $474,326,437 |
| Charitable organizations | 5 | $27,137,394 |
| Corporations or other businesses | Fewer than 5 clients | $1,154,454 |
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