Edgemoor Investment Advisors, Inc.

Edgemoor Investment Advisors, Inc. (CRD# 109104) is a financial advisory firm headquartered in Bethesda, MD. They manage $1,179,897,525 in 750 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
7250 Woodmont Avenue, Suite 315, Bethesda, MD 20814
http://www.edgemoorinv.com/
By the Numbers
  • Total Assets Under Management
    1,180
    MILLION
  • Total Number of Accounts
    750
    ACCOUNTS
  • Average Account Value
    $1,573,197
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development 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.

CA, CO, DC, FL, MA, MD, NC, NH, NJ, NY, RI, TX, VA

Financial Advisors at Edgemoor Investment Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Timothy Coughlin, financial advisor Washington DC
Timothy C. Coughlin
CRD#: 2791049
1900 M Street, Nw, Suite 600, Washington, DC 20036

Timothy Coughlin (CRD# 2791049) is an Investment Advisor Representative working at Edgemoor Investment Advisors, Inc. in Washington, DC and has over 24 years of experience in the finance industry.

2
Paul Meehan, financial advisor Bethesda MD
Paul P. Meehan
CRD#: 4379155
7250 Woodmont Avenue, Suite 315, Bethesda, MD 20814

Paul Meehan (CRD# 4379155) is an Investment Advisor Representative working at Edgemoor Investment Advisors, Inc. in Bethesda, MD and has over 21 years of experience in the finance industry.

3
Thomas Meehan, financial advisor Washington DC
Thomas P. Meehan
CRD#: 4051650
1900 M Street, Nw, Suite 600, Washington, DC 20036

Thomas Meehan (CRD# 4051650) is an Investment Advisor Representative working at Edgemoor Investment Advisors, Inc. in Washington, DC and has over 24 years of experience in the finance industry.

4
Gay Truscott, financial advisor Bethesda MD
Gay S. Truscott
CRD#: 5948202
7250 Woodmont Avenue, Suite 315, Bethesda, MD 20814

Gay Truscott (CRD# 5948202) is an Investment Advisor Representative working at Edgemoor Investment Advisors, Inc. in Bethesda, MD and has over 12 years of experience in the finance industry.

5
Steven Larosa, financial advisor Bethesda MD
Steven D. Larosa
CRD#: 4226524
7250 Woodmont Avenue, Suite 315, Bethesda, MD 20814

Steven Larosa (CRD# 4226524) is an Investment Advisor Representative working at Edgemoor Investment Advisors, Inc. in Bethesda, MD and has over 23 years of experience in the finance industry.

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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