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).
Current Firm Details
By the Numbers
-
Total Assets Under Management148MILLION
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Total Number of Accounts318ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DC, FL, MD, TX, VA
Financial Advisors at Intervest Ltd
1
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 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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