ARTEMIS REAL ESTATE PARTNERS
Chevy Chase, MD
AUM
$11.42B
Wealth MgmtInstitutional
Team
61 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
240-235-2022
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MD, CHEVY CHASE
10 advisers found
NEW CENTURY ADVISORS, LLC
Chevy Chase, MD
AUM
$4.31B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
240-395-0550
FCP
Chevy Chase, MD
AUM
$3.48B
Wealth Mgmt
Team
28 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
240-395-2000
ALLIANCE PARTNERS LLC
Chevy Chase, MD
AUM
$1.94B
Wealth MgmtInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; ORIGINATION FEES ON PRINCIPAL LOAN TRANSACTIONS
301-232-5400
TRITONPOINT WEALTH, LLC
Chevy Chase, MD
AUM
$1.55B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(301) 799-9001
CARDEROCK CAPITAL MANAGEMENT, INC.
Chevy Chase, MD
AUM
$677.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
(301)951-5288
TRITONPOINT PARTNERS, LLC
Chevy Chase, MD
AUM
$286.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-799-9001
INTERVEST LTD
Chevy Chase, MD
AUM
$247.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
301-951-4455
PERSONAL FINANCIAL PARTNERS
Chevy Chase, MD
AUM
$21.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(202) 910-6240
TRITONPOINT CAPITAL, LLC
Chevy Chase, MD
AUM
$250.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
301-799-9001
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