DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > maryland > bethesda
XML FINANCIAL GROUP
Tel: (301) 770-5234
6901 Rockledge Drive Suite 730
Bethesda, Maryland 20817
XML FINANCIAL GROUP
XML FINANCIAL GROUP is a Bethesda, Maryland based financial advisory firm with nearly $2,753,502,220 in assets under management and provides investment advisory services for 5960 clients. There are currently 52 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 , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
284987
SEC#:
801-108376
No. of Clients:
5960
Assets under Management
$2,753,502,220
No. of Advisors:
52
More Financial Advisory Firms in Bethesda, Maryland
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| T. ROWE PRICE ASSOCIATES, INC. | 105496 | 3814 |
| T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | 314590 | 114 |
| BROWN ADVISORY | 110181 | 657 |
| PROSHARE ADVISORS LLC | 134155 | 101 |
| PNC CAPITAL ADVISORS LLC | 151829 | 254 |
| CHEVY CHASE TRUST COMPANY | 110742 | 108 |
More Firms in Bethesda, Maryland >>