Financial Positioning System, Inc.

Financial Positioning System, Inc. (CRD# 165756) is a financial advisory firm headquartered in Derwood, MD. They manage $2,444,892 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
16001 New Bedford Drive, Derwood, MD 20855
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $174,635
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Financial Positioning System, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jean-yves Van Halle, financial advisor Derwood MD
Jean-yves F. Van Halle
CRD#: 5010835
16001 New Bedford Drive, Derwood, MD 20855

Jean-yves Van Halle (CRD# 5010835) is an Investment Advisor Representative working at Financial Positioning System, Inc. in Derwood, MD and has over 18 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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