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
909 Rose Ave, Floor 4, North Bethesda, MD 20852
https://www.linkedin.com/in/patortman/
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    292
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

DC, FL, MD, TX, VA

Financial Advisors at Ortman Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Patrick Ortman, financial advisor North Bethesda MD
Patrick F. Ortman
CRD#: 5422336
909 Rose Ave, Floor 4, North Bethesda, MD 20852

Patrick Ortman (CRD# 5422336) is an Investment Advisor Representative working at Ortman Financial Planning in North Bethesda, MD and has over 13 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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