Intervest Ltd

Intervest Ltd (CRD# 104614) is a financial advisory firm headquartered in Chevy Chase, MD. They manage $188,309,554 in 314 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2 Wisconsin Circle, Suite 910, Chevy Chase, MD 20815
http://www.intervestltd.com
By the Numbers
  • Total Assets Under Management
    188
    MILLION
  • Total Number of Accounts
    314
    ACCOUNTS
  • Average Account Value
    $599,712
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 Bowles, financial advisor Chevy Chase MD
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 Schoenfeld, financial advisor Chevy Chase MD
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.

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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