Mv Capital Management, Inc.
Mv Capital Management, Inc. (CRD# 139034) is a financial advisory firm headquartered in Bethesda, MD. They manage $845,900,229 in 1,025 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management846MILLION
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Total Number of Accounts1,025ACCOUNTS
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Average Account Value$825,269
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, DC, DE, FL, MA, MD, NC, NH, NJ, NY, TX, VA
Kedest Baharu (CRD# 3081770) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 22 years of experience in the finance industry.
Katrina Lamb (CRD# 2074328) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 32 years of experience in the finance industry.
Courtney Martin (CRD# 5967498) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 11 years of experience in the finance industry.
Joseph Potosky (CRD# 2040083) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 33 years of experience in the finance industry.
Anabel Quintero (CRD# 2585000) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 28 years of experience in the finance industry.
Christopher Schaefer (CRD# 4598833) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 20 years of experience in the finance industry. Christopher Schaefer 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.
Mark Underwood (CRD# 4594965) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 20 years of experience in the finance industry.
Arian Vojdani (CRD# 6096392) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 10 years of experience in the finance industry.
Masood Vojdani (CRD# 1590145) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 29 years of experience in the finance industry.