Overview
Assets Under Management: $1.1 billion
Headquarters: BETHESDA, MD
High-Net-Worth Clients: 297
Average Client Assets: $3 million
Frequently Asked Questions
MV CAPITAL MANAGEMENT, INC. 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 #139034), MV CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
MV CAPITAL MANAGEMENT, INC. is headquartered in BETHESDA, MD.
MV CAPITAL MANAGEMENT, INC. serves 297 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, MV CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
MV CAPITAL MANAGEMENT, INC. manages $1.1 billion in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, MV CAPITAL MANAGEMENT, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 297
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.86
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,127
Discretionary Accounts: 1,123
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 139034
Last Filing Date: 2024-03-25 00:00:00
Website: https://mvfinancial.com