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INTERVEST LTD

Tel: 301-951-4455
2 Wisconsin Circle
Suite 910
Chevy Chase, Maryland  20815-7040

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INTERVEST LTD

INTERVEST LTD is a Chevy Chase, Maryland based financial advisory firm with nearly $188,309,554 in assets under management and provides investment advisory services for 314 clients. There are currently 5 financial advisors at the firm.

General Information

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

104614

SEC#:

801-26390

No. of Clients:

314

Assets under Management

$188,309,554

No. of Advisors:

5

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