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FINANCIAL SERVICES ADVISORY

Tel: 301-949-7300
One Church Street
Suite 901
Rockville, Maryland  20850

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FINANCIAL SERVICES ADVISORY

FINANCIAL SERVICES ADVISORY is a Rockville, Maryland based financial advisory firm with nearly $693,702,744 in assets under management and provides investment advisory services for 1981 clients. There are currently 16 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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

104513

SEC#:

801-18801

No. of Clients:

1981

Assets under Management

$693,702,744

No. of Advisors:

16

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