Financial Services Advisory, based out of Rockville, MD, is a prominent investment advisory firm catering to a diverse clientele. With over 580 individual clients, they have accumulated an impressive $707,792,000 in assets under management. The firm operates from a single office and offers comprehensive financial services to meet the unique needs of each client. While 401K and individual accounts account for less than 30% of their assets under management, Financial Services Advisory possesses the expertise and resources to effectively manage employer funds. Notably, all the assets they oversee are discretionary, reflecting the tr...