Perry B. Seiffert, Investment Management

Perry B. Seiffert, Investment Management (CRD# 121237) is a financial advisory firm headquartered in Bethesda, MD. They manage $66,846,265 in 197 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    197
    ACCOUNTS
  • Average Account Value
    $339,321
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

DC, MD, VA

Financial Advisors at Perry B. Seiffert, Investment Management
Showing 1 - 2 of 2 top financial advisors.
1
Alexia C. Larson
CRD#: 5294097
4550 Montgomery Avenue, Suite 760 N, Bethesda, MD 20814
96
Wealthminder
score

Alexia Larson (CRD# 5294097) is an Investment Advisor Representative working at Perry B. Seiffert, Investment Management in Bethesda, MD and has over 9 years of experience in the finance industry.

2
Perry B. Seiffert
CRD#: 1832107
4550 Montgomery Avenue, Suite 760-n, Bethesda, MD 20814
88
Wealthminder
score

Perry Seiffert (CRD# 1832107) is an Investment Advisor Representative working at Perry B. Seiffert, Investment Management in Bethesda, MD and has 1 year of experience in the finance industry.

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