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WASHINGTON GROWTH STRATEGIES LLC
WASHINGTON GROWTH STRATEGIES LLC
Washington, District of Columbia
Washington Growth Strategies LLC is a small investment advisory firm headquartered in Washington, DC. With a total of 2 employees, they specialize in providing expert investment advice to a diverse clientele. Their team of highly skilled professionals offers comprehensive financial solutions tailored to meet the unique needs and goals of their clients. The firm boasts an impressive average of approximately $41,870,000 in assets under management per investment advisor, a testament to their expertise and successful track record. Their compensation structure is flexible and includes various types, such as a percentage of assets under management and fixed fees. Washington Growth Strategies LLC takes pride in serving over 10 individual clients, managing an impressive $184,816,000 in assets. The majority of these assets are entrusted to the firm by high-net-worth individuals seeking personalized investment strategies and superior financial guidance. At Washington Growth Strategies LLC, all assets managed are under a discretionary arrangement, providing clients with the confidence that their investments are being handled by experienced professionals with a deep understanding of the market. With two offices, the company has established a strong presence in the Washington, DC area. Coe Magruder and Connor Reilly, two of the longest-tenured registered advisors with the firm, contribute their extensive knowledge and expertise to ensure the success of Washington Growth Strategies LLC and the satisfaction of their valued clients.
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED
Washington, District of Columbia
Folger Nolan Fleming Douglas Incorporated, a reputable regional investment advisory firm headquartered in Washington, DC, boasts a robust clientele of over 570 individual clients. With an impressive $972,056,000 in assets under management, the company has established itself as a trusted player in the financial industry. Operating from three strategically located offices, they offer personalized investment solutions to cater to the unique needs of their diverse clientele. While 401K and individual accounts comprise less than 30% of their assets under management, Folger Nolan Fleming Douglas Incorporated possesses the expertise to effectively manage employer funds. The firm primarily focuses on serving high net worth individuals, expertly guiding them towards achieving their financial goals. Folger Nolan Fleming Douglas Incorporated operates with a compensation structure that includes various models, such as a percentage of assets under management. The firm takes pride in its team of 54 dedicated employees, with 25 of them specifically dedicated to providing investment advisory services. On average, each investment advisor manages an impressive $38,880,000 in assets. Noteworthy among the firm's talented advisors are Angela Moreira, Daniel Healey, and Christopher Durchanek, who have demonstrated their commitment and expertise over the years. Their extensive knowledge and experience contribute to the firm's reputation for delivering superior financial guidance and results. As Folger Nolan Fleming Douglas Incorporated continues to expand its reach and build upon its impressive track record, clients can trust in their professionalism, expertise, and dedication to helping individuals and organizations navigate the complexities of the financial landscape.
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC.
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC.
Washington, District of Columbia
Folger Nolan Fleming Douglas Capital Management, Inc., headquartered in Washington, DC, is a highly regarded local investment advisory firm. With a team of seven dedicated professionals, including six experienced investment advisors, the company offers comprehensive wealth management solutions. Each investment advisor oversees an average of $36,440,000 in assets under management, reflecting their expertise in providing tailored investment strategies. The firm's compensation structure encompasses various methods, such as a percentage of assets under management and fixed fees, ensuring alignment with clients' needs and objectives. With a focus on serving high net worth individuals, Folger Nolan Fleming Douglas Capital Management, Inc. manages an impressive portfolio of assets under management, totaling over $1,074,934,000. Notably, the firm operates on a discretionary basis, providing clients with the confidence and convenience of having their investments managed by professionals. Folger Nolan Fleming Douglas Capital Management, Inc. prides itself on its longstanding presence in the industry, with a team of advisors who possess extensive knowledge and expertise. Notable members include Lee Folger, David Brown, and Neil Folger, who have consistently demonstrated their commitment to delivering exceptional financial guidance and achieving clients' financial goals. With one office serving as the hub of operations, the firm is deeply rooted in the Washington, DC community, fostering strong relationships with its diverse clientele. As a trusted investment advisory firm, Folger Nolan Fleming Douglas Capital Management, Inc. combines its local presence, seasoned professionals, and client-centric approach to provide comprehensive and personalized wealth management services.
COPE CORRALES
COPE CORRALES
Washington, District of Columbia
Cope Corrales is a well-established investment advisory firm based in Washington, DC, with three offices. With a clientele of over 540 individuals, they expertly manage assets totaling more than $140,851,000. Cope Corrales specializes in advising both employer 401K plans and individual investors, showcasing their extensive experience in this domain. Operating under a discretionary management approach, Cope Corrales assumes full responsibility for making investment decisions on behalf of their clients. Their compensation structure offers various options, including a percentage of assets under management and fixed fees, ensuring a flexible and customized approach to client needs. With a team of six professionals, all providing investment advisory services, Cope Corrales ensures a high level of personalized attention and expertise. On average, each investment advisor manages approximately $23,480,000 in assets, emphasizing their ability to handle substantial portfolios. The firm takes pride in its longest-tenured advisors, including Karla Fitzgerald, Luis Corrales, and Joseph Cope, who have proven their commitment and expertise over the years. Cope Corrales is dedicated to providing comprehensive financial solutions to their clients, offering a wide range of services. Their depth of knowledge and commitment to excellence make them a trusted partner for individuals seeking personalized and strategic investment guidance. With a strong presence in the Washington, DC area and a solid track record, Cope Corrales is poised to assist clients in achieving their financial goals with professionalism and integrity.
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Washington, D.C., District of Columbia
Graham Capital Wealth Management, LLC is a trusted local investment advisory firm based out of Washington, D.C., DC. With over 480 individual clients and a remarkable $168,973,000 in assets under management, they have established themselves as a leading player in the industry. Driven by their commitment to providing excellent financial guidance, Graham Capital Wealth Management, LLC operates three offices strategically located to serve their diverse clientele. Their extensive expertise lies in managing employer 401Ks and individual assets, comprising approximately half of their impressive portfolio. Their team possesses a wealth of experience and knowledge in this space, ensuring top-tier service and tailored investment strategies for each client. The firm manages all assets on a discretionary basis, granting clients peace of mind and allowing the team to make informed investment decisions on their behalf. Graham Capital Wealth Management, LLC offers a flexible compensation structure, which includes a percentage of assets under management. Employing a team of six professionals, with five dedicated to providing expert investment advisory services, Graham Capital Wealth Management, LLC boasts an impressive average of $33,790,000 in assets under management per investment advisor. The firm takes pride in its longest-tenured advisors, such as Michael Berkhahn, Alex Graham, and Stash Graham, who bring invaluable wisdom and industry acumen to the team. With a proven track record of success and a commitment to delivering superior financial solutions, Graham Capital Wealth Management, LLC continues to be a trusted partner for individuals and employers seeking exceptional wealth management services.
UNISON
UNISON
Washington, District of Columbia
Based out of Washington, DC, UNISON is a small investment advisory firm with a strong focus on delivering top-notch services. With a single office, the firm consists of a dedicated team of one employee, all of whom are highly skilled in providing expert investment advisory services. UNISON distinguishes itself in the industry with an impressive average of approximately $1,626,730,000 in assets under management per investment advisor, surpassing the industry average by a significant margin. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring a fair and aligned approach to client success. Notably, UNISON manages 100% of their clients' assets on a discretionary basis, showcasing their expertise in making independent investment decisions. UNISON predominantly serves high-net-worth individuals, exemplifying their commitment to catering to clients with significant financial portfolios. With over 50 individual clients, UNISON oversees a substantial sum of over $1,626,734,000 in assets under management. Nir Kaissar, one of the firm's longest-tenured registered advisors, has been an integral part of UNISON since 2013. With an established presence in the investment advisory field, UNISON continues to provide personalized and effective strategies that help their clients achieve their financial goals.
SELECT INVESTMENT SOLUTIONS, LLC
SELECT INVESTMENT SOLUTIONS, LLC
Washington, District of Columbia
SELECT INVESTMENT SOLUTIONS, LLC is a small investment advisory firm based out of Washington, DC. With a team of five dedicated professionals, three of whom specialize in investment advisory services, they provide comprehensive financial guidance to their clients. With an average of $1,010,000 in assets under management per investment advisor, they demonstrate expertise in managing and growing their clients' portfolios. Their compensation structure is diverse, encompassing various types of fees, including a percentage of assets under management. This flexible approach ensures that their interests are aligned with those of their clients, as they have a vested interest in delivering successful investment outcomes. Select Investment Solutions, LLC boasts an impressive track record, managing over $26,187,000 in assets for more than 30 individual clients. Notably, approximately half of their assets under management are derived from employer 401Ks or individuals, indicating their proficiency in navigating this specialized area. Furthermore, all the assets they manage are discretionary, emphasizing the trust their clients place in their expertise and judgment. With a single office in Washington, DC, Select Investment Solutions, LLC is deeply rooted in the local financial landscape. Their proximity to the nation's capital provides them with unique insights into market trends and opportunities. As a result, they are able to tailor their investment strategies to meet the specific needs and goals of their diverse clientele. Overall, Select Investment Solutions, LLC stands out as a highly competent and client-focused investment advisory firm, delivering personalized financial solutions to help their clients achieve their long-term financial objectives.
ARMSTRONG, FLEMING & MOORE, INC.
ARMSTRONG, FLEMING & MOORE, INC.
Washington, District of Columbia
Armstrong, Fleming & Moore, Inc., based out of Washington, DC, is a reputable local investment advisory firm with a dedicated team of 20 employees. With a strong focus on providing investment advisory services, 16 of their skilled professionals specialize in delivering expert guidance to clients. Their impressive track record demonstrates their ability to manage substantial assets, averaging around $110,180,000 per investment advisor, aligning with industry standards. As an established firm, Armstrong, Fleming & Moore, Inc. caters to a diverse clientele, serving over 150 individual clients and overseeing a significant total of $876,868,000 in assets under management. The firm primarily focuses on managing the financial portfolios of high net worth individuals, reflecting their expertise in catering to this specific market segment. With 84% of the assets under their management being discretionary, clients rely on Armstrong, Fleming & Moore, Inc.'s expertise and discretion when making investment decisions. Their comprehensive compensation structure includes various types of fees, such as a percentage of assets under management and performance-based fees, ensuring alignment with client objectives and results. Beyond investment advisory services, the firm also offers additional financial services, including acting as a registered representative of a broker-dealer and serving as an insurance broker or agent. This diversification allows Armstrong, Fleming & Moore, Inc. to provide holistic financial guidance and meet the diverse needs of their clientele. At Armstrong, Fleming & Moore, Inc., clients benefit from the expertise of their experienced advisors. Christopher Rivers, Ryan Fleming, and Mary Moore are among the longest tenured professionals, showcasing their commitment and industry knowledge. With a strong local presence and one office, the firm is dedicated to delivering exceptional financial services to their valued clients in the Washington, DC area and beyond.
MARSHFIELD ASSOCIATES
MARSHFIELD ASSOCIATES
Washington, District of Columbia
Marshfield Associates, headquartered in Washington, DC, is a reputable investment advisory firm with a strong presence in the industry. With a total of 23 employees, they have a dedicated team of 12 professionals who provide exceptional investment advisory services. The firm manages an average of approximately $60,170,000 in assets per investment advisor, which falls within the industry average range. Marshfield Associates follows a comprehensive compensation structure, offering various types of remuneration, including a percentage of assets under management and performance-based fees. Their client base consists of over 3,590 individual clients, entrusting the firm with an impressive $4,442,902,000 in assets under management. While Marshfield Associates primarily manages discretionary assets, it also possesses the expertise to handle employer funds, despite 401K and individual accounts representing less than 30% of their assets under management. The firm's commitment to personalized service and tailored investment strategies has contributed to their success and built trust among their clients. With their roots deeply established in the Washington, DC community, Marshfield Associates operates from a single office, ensuring close proximity and accessibility for their clients. The firm takes pride in its team of experienced advisors, including Chad Goldberg, Elise Hoffmann, and Christopher Niemczewski, who boast impressive tenures at the company. Marshfield Associates' dedication to delivering exceptional investment advisory services, their strong asset management track record, and their commitment to building long-term client relationships position them as a leading player in the Washington, DC financial market.
F/M INVESTMENTS LLC
F/M INVESTMENTS LLC
Washington, District of Columbia
F/M Investments LLC, based out of Washington, DC, is a renowned local investment advisory firm with a team of 18 dedicated professionals. With 16 skilled advisors specializing in investment advisory services, the firm caters to a diverse clientele seeking expert financial guidance. With an impressive average of approximately $33,500,000 in assets under management per investment advisor, F/M Investments LLC ensures that its clients' portfolios are managed with utmost care and precision. As a trusted partner in wealth management, F/M Investments LLC boasts a compensation structure that aligns with clients' needs and preferences. They offer various types of compensation, including a percentage of assets under management and fixed fees, ensuring transparency and fairness in their client relationships. F/M Investments LLC takes pride in its extensive portfolio, managing over $1,865,628,000 in assets for more than 30 individual clients. Remarkably, 99% of these assets are under the firm's discretionary management, reflecting the clients' confidence in their expertise. Operating from five strategically located offices, F/M Investments LLC serves the local community in Washington, DC, and beyond. The firm's success can be attributed, in part, to its exceptional team of advisors, some of whom have enjoyed longstanding tenures at the firm. Noteworthy individuals such as Justin Hennessy, Joseph Feeney, and Alexander Morris contribute their extensive experience and expertise to the firm's continued growth and client satisfaction. With a commitment to delivering personalized investment solutions, F/M Investments LLC remains a trusted partner for individuals seeking to maximize their financial potential.
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LYNX INVESTMENT ADVISORY, LLC
LYNX INVESTMENT ADVISORY, LLC
Washington, District of Columbia
Lynx Investment Advisory, LLC is a reputable local investment advisory firm headquartered in Washington, DC, with two offices. With 12 dedicated professionals on their team, they possess a wealth of experience and expertise in providing comprehensive investment advisory services. Among their employees, 9 individuals specialize in offering personalized investment advice to clients. Lynx Investment Advisory maintains an impressive average of approximately $73,470,000 in assets under management per investment advisor, placing them on par with industry standards. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to meet clients' unique needs. The firm boasts a substantial client base, with over 130 individual clients entrusting them with their investments, totaling more than $896,026,000 in assets under management. While 401K and individual accounts comprise less than 30% of their managed assets, Lynx Investment Advisory also possesses the expertise and capability to effectively manage employer funds. Distinguishing themselves further, 21% of the assets they oversee are handled on a discretionary basis, showcasing their aptitude for making informed investment decisions on behalf of their clients. Notable individuals among the firm's long-tenured advisors include Kara Lilian, Heather Errigo, and Lara Hines, who contribute their extensive knowledge and proficiency to the team. With a solid reputation, a strong client base, and a team of experienced professionals, Lynx Investment Advisory, LLC stands out as a reliable and capable investment advisory firm, committed to delivering personalized financial solutions to their valued clients.
FRANGO FINANCIAL
FRANGO FINANCIAL
Washington, District of Columbia
Frango Financial is a small investment advisory firm based out of Washington, DC, with a strong focus on providing personalized financial services. With two dedicated employees, they specialize in offering comprehensive investment advisory services to a diverse range of clients. The firm manages an impressive average of approximately $75,360,000 in assets under management per investment advisor, which falls in line with the industry average. Frango Financial's compensation structure is designed to suit the unique needs of their clients, offering various options such as a percentage of assets under management and fixed fees. Their client base consists of over 30 individuals, with total assets under management exceeding $97,600,000. The firm primarily manages assets for high net worth individuals, although they also have the expertise to handle employer funds, though representing less than 30% of their assets under management. Operating from a single office in Washington, DC, Frango Financial has built a solid reputation for its commitment to personalized service and attention to detail. Frances Goldman and Pamela Khinda, two of the longest tenured registered advisors with the firm, bring a wealth of experience and expertise to their clientele. Through their dedication, Frango Financial strives to help their clients achieve their financial goals and secure their financial future.
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