Overview
Assets Under Management: $1.1 billion
Headquarters: BETHESDA, MD
High-Net-Worth Clients: 297
Average Client Assets: $3 million
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