Falists

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

30 advisers found

ATCAP PARTNERS, LLC

Rockville, MD

AUM

$195.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

23 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

866-842-3356

Full profileNo website

CWM FINANCIAL GROUP, INC.

Rockville, MD

AUM

$94.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

(301) 840-1188

Full profileNo website

JACQUES ADVISORS, LLC

Rockville, MD

AUM

$88.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

301-738-1303

Full profileNo website
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