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Filter by name, location, or specialty. All data from public SEC filings.

Showing Wealth Management advisors in MD, CHEVY CHASE

20 advisers found

FCP

Chevy Chase, MD

AUM

$3.48B

Wealth Mgmt

Team

28 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

240-395-2000

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

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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