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.
28 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
ENLIGHTENMENT CAPITAL
Chevy Chase, MD
AUM
$2.12B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
240-752-9616
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
AUGMENT INFRASTRUCTURE MANAGERS ADVISORY LLC
Chevy Chase, MD
AUM
$337.1M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
240-760-2700
CARO INVESTORS
Chevy Chase, MD
AUM
$316.7M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
571.679.3476
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
THINAGEE INVESTMENTS INC.
Chevy Chase, MD
AUM
$265.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
240-235-1846
PEAKSTONE FINANCIAL ADVISORS
Chevy Chase, MD
AUM
$255.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
301-907-9790
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
ITHAKA FINANCIAL PLANNING, LLC
Chevy Chase, MD
AUM
$92.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
301-968-2381
BARRACK YARD ADVISORS, LLC
Chevy Chase, MD
AUM
$66.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(202) 870-9566
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
WASHINGTON SECURITIES CORPORATION
Chevy Chase, MD
AUM
$7.0M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
301-657-4810
CAPITAL FINANCIAL PLANNERS LLC
Chevy Chase, MD
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(240)316-3956
LIFEFORCE CAPITAL MANAGEMENT, LLC
Chevy Chase, MD
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(415) 519-4017
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