Investment Pod, LLC

Investment Pod, LLC (CRD# 164844) is a financial advisory firm headquartered in Potomac Falls, VA. They manage $2,000,000 in 15 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $133,333
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CA, VA

Financial Advisors at Investment Pod, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jacqueline K. Matthews
CRD#: 2510162
46175 Westlake Drive, Suite 100, Potomac Falls, VA 20165
90
Wealthminder
score

Jacqueline Matthews (CRD# 2510162) is an Investment Advisor Representative working at Investment Pod, LLC in Potomac Falls, VA and has over 4 years of experience in the finance industry.

2
Peter F. Matthews
CRD#: 6094255
46175 Westlake Drive, Suite 100, Potomac Falls, VA 20165
90
Wealthminder
score

Peter Matthews (CRD# 6094255) is an Investment Advisor Representative working at Investment Pod, LLC in Potomac Falls, VA and has over 4 years of experience in the finance industry.

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