DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > maryland > north bethesda
BURT WEALTH ADVISORS
Tel: 301-770-9880
6116 Executive Blvd Suite 500
North Bethesda, Maryland 20852
BURT WEALTH ADVISORS
BURT WEALTH ADVISORS is a North Bethesda, Maryland based financial advisory firm with nearly $796,053,958 in assets under management and provides investment advisory services for 1309 clients. There are currently 13 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
105211
SEC#:
801-23924
No. of Clients:
1309
Assets under Management
$796,053,958
No. of Advisors:
13
More Financial Advisory Firms in North 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 North Bethesda, Maryland >>