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ORTMAN FINANCIAL PLANNING
ORTMAN FINANCIAL GROUP, LLC
CRD 281944
909 ROSE AVE, FLOOR 4, NORTH BETHESDA, MD, 20852, United States
Phone
(301) 799-3140
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$63.1M
Discretionary AUM
$63.1M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $28.0M |
| High net worth individuals | 19 | $35.0M |
| Charitable organizations | 1 | $95K |
All web addresses on file
Official SEC filing: View on IAPD