Be advised. This firm is no longer registered.

Community Investment Partners

Community Investment Partners (CRD# 153643) is a financial advisory firm headquartered in Bethesda, MD. They manage $56,362,844 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7315 Wisconsin Avenue, Suite 1000w, Bethesda, MD 20814
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $7,045,356
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Community Investment Partners
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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