← Back to searchVisit website
BETHESDA FINANCIAL ADVISORS, LLC
CRD 170715
8120 WOODMONT AVENUE SUITE 830, BETHESDA, MD, 20814, United States
Phone
301-656-5600
Fax
240-658-9935
Registration
— (—)
Source
State registered
Total AUM
$84.3M
Discretionary AUM
$84.3M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $13.8M |
| High net worth individuals | 27 | $70.6M |
All web addresses on file
Official SEC filing: View on IAPD