D/w Financial Consultants LLC

D/w Financial Consultants LLC (CRD# 149395) is a financial advisory firm headquartered in Rockville, MD. They manage $30,945,509 in 141 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $219,472
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, NY, VA

Financial Advisors at D/w Financial Consultants LLC
Showing 1 - 1 of 1 top financial advisors.
1
Benjamin Y. White
CRD#: 865408
2600 Tower Oaks Blvd, Suite 220, Rockville, MD 20852
38
Wealthminder
score

Benjamin White (CRD# 865408) is an Investment Advisor Representative working at D/w Financial Consultants LLC in Rockville, MD and has over 33 years of experience in the finance industry.

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