Bethesda Financial Advisors, LLC

Bethesda Financial Advisors, LLC (CRD# 170715) is a financial advisory firm headquartered in Bethesda, MD. They manage $55,695,300 in 190 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $293,133
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, MD, TX, VA

Financial Advisors at Bethesda Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Chris A. Bettencourt
CRD#: 5710899
8120 Woodmont Avenue Suite 830, Bethesda, MD 20814

Chris Bettencourt (CRD# 5710899) is an Investment Advisor Representative working at Bethesda Financial Advisors, LLC in Bethesda, MD and has 1 year of experience in the finance industry.

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