Overview
Assets Under Management: $70 million
Headquarters: BETHESDA, MD
High-Net-Worth Clients: 54
Average Client Assets: $0.9 million
Frequently Asked Questions
EUCLID INVESTMENT ADVISORY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116740), EUCLID INVESTMENT ADVISORY, LLC is subject to fiduciary duty under federal law.
EUCLID INVESTMENT ADVISORY, LLC is headquartered in BETHESDA, MD.
EUCLID INVESTMENT ADVISORY, LLC serves 54 high-net-worth clients according to their SEC filing dated May 15, 2023. View client details ↓
According to their SEC Form ADV, EUCLID INVESTMENT ADVISORY, LLC offers financial planning, portfolio management for individuals, and portfolio management for businesses. View all service details ↓
EUCLID INVESTMENT ADVISORY, LLC manages $70 million in client assets according to their SEC filing dated May 15, 2023.
According to their SEC Form ADV, EUCLID INVESTMENT ADVISORY, LLC serves high-net-worth individuals and businesses. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.43%
Average Client Assets: $0.9 million
Total Client Accounts: 74
Discretionary Accounts: 74
Regulatory Filings
CRD Number: 116740
Filing ID: 1762295
Last Filing Date: 2023-05-15 09:03:00