Ortman Financial Planning
Ortman Financial Planning (CRD# 281944) is a financial advisory firm headquartered in North Bethesda, MD. They manage $41,715,931 in 292 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management42MILLION
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Total Number of Accounts292ACCOUNTS
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Average Account Value$142,863
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
- Educational seminars/workshops
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 Ortman Financial Planning
1
Patrick Ortman (CRD# 5422336) is an Investment Advisor Representative working at Ortman Financial Planning in North Bethesda, MD and has over 14 years of experience in the finance industry.
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