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