DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > maryland > rockville
RESEARCH FINANCIAL STRATEGIES
Tel: 301-294-7500
2273 Research Blvd Suite 101
Rockville, Maryland 20850-3264
RESEARCH FINANCIAL STRATEGIES
RESEARCH FINANCIAL STRATEGIES is a Rockville, Maryland based financial advisory firm with nearly $273,008,020 in assets under management and provides investment advisory services for 1490 clients. There are currently 11 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 , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ANNUAL INCOME OR NET WORT
Firm CRD#:
153247
SEC#:
801-71400
No. of Clients:
1490
Assets under Management
$273,008,020
No. of Advisors:
11
More Financial Advisory Firms in Rockville, 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 Rockville, Maryland >>