Intervest Ltd

Intervest Ltd (CRD# 104614) is a financial advisory firm headquartered in Chevy Chase, MD. They manage $159,494,306 in 351 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    351
    ACCOUNTS
  • Average Account Value
    $454,400
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

DC, FL, MD, VA

Financial Advisors at Intervest Ltd
Showing 1 - 2 of 2 top financial advisors.
1
Richard H. Schoenfeld
CRD#: 1454540
2 Wisconsin Circle, Suite 500, Chevy Chase, MD 20815
96
Wealthminder
score

Richard Schoenfeld (CRD# 1454540) is an Investment Advisor Representative working at Intervest Ltd in Chevy Chase, MD and has over 30 years of experience in the finance industry. Richard Schoenfeld has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John L. Bowles
CRD#: 5283742
2 Wisconsin Circle, Suite 500, Chevy Chase, MD 20815
90
Wealthminder
score

John Bowles (CRD# 5283742) is an Investment Advisor Representative working at Intervest Ltd in Chevy Chase, MD and has 1 year of experience in the finance industry. John Bowles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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