Mv Capital Management, Inc.

Mv Capital Management, Inc. (CRD# 139034) is a financial advisory firm headquartered in Bethesda, MD. They manage $1,068,126,858 in 1,127 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,068
    MILLION
  • Total Number of Accounts
    1,127
    ACCOUNTS
  • Average Account Value
    $947,761
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, DE, FL, MA, MD, NC, NH, NJ, NY, TX, VA

Financial Advisors at Mv Capital Management, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Kedest Baharu
CRD#: 3081770
4520 East West Highway, Suite 400, Bethesda, MD 20814

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.

2
Katrina V. Lamb
CRD#: 2074328
4520 East West Highway, Suite 400, Bethesda, MD 20814

Katrina Lamb (CRD# 2074328) 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.

3
Joseph D. Potosky
CRD#: 2040083
4520 East West Highway, Suite 400, Bethesda, MD 20814

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.

4
Anabel Quintero
CRD#: 2585000
4520 East West Highway, Suite 400, Bethesda, MD 20814

Anabel Quintero (CRD# 2585000) 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.

5
Christopher C. Schaefer
CRD#: 4598833
4520 East West Highway, Suite 400, Bethesda, MD 20814

Christopher Schaefer (CRD# 4598833) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 21 years of experience in the finance industry.

6
Mark E. Underwood
CRD#: 4594965
3 Bethesda Metro Center, Suite 650, Bethesda, MD 20814

Mark Underwood (CRD# 4594965) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 21 years of experience in the finance industry.

7
Arian A. Vojdani
CRD#: 6096392
3 Bethesda Metro Center, Suite 650, Bethesda, MD 20814

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.

8
Courtney V. Vojdani
CRD#: 5967498
3 Bethesda Metro Center, Suite 650, Bethesda, MD 20814

Courtney Vojdani (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.

9
Masood Vojdani
CRD#: 1590145
4520 East West Highway, Suite 400, Bethesda, MD 20814

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.