Intervest Ltd

Intervest Ltd (CRD# 104614) is a financial advisory firm headquartered in Chevy Chase, MD. They manage $147,791,886 in 318 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    318
    ACCOUNTS
  • Average Account Value
    $464,754
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
The map below shows states where this firm has explicit registration only.

DC, FL, MD, TX, VA

Financial Advisors at Intervest Ltd
Showing 1 - 2 of 2 top financial advisors.
1
John L. Bowles
CRD#: 5283742
2 Wisconsin Circle, Suite 910, Chevy Chase, MD 20815

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.

2
Richard H. Schoenfeld
CRD#: 1454540
2 Wisconsin Circle, Suite 910, Chevy Chase, MD 20815

Richard Schoenfeld (CRD# 1454540) is an Investment Advisor Representative working at Intervest Ltd in Chevy Chase, MD and has over 38 years of experience in the finance industry.

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