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

More Retirement Planning firms in Rockville, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
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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