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INTERVEST LTD
CRD 104614 · SEC 801-26390
2 WISCONSIN CIRCLE, SUITE 910, CHEVY CHASE, MD, 20815-7040, United States
Phone
301-951-4455
Fax
301-652-2516
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$247.0M
Discretionary AUM
$131.5M
Team
5 total employees; 2 advisory reps; 146 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $19.0M |
| High net worth individuals | 105 | $227.4M |
States served
DC, MD, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD