Profit Investments

Profit Investments (CRD# 110294) is a financial advisory firm headquartered in Bethesda, MD. They manage $325,628,687 in 21 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    326
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $15,506,128
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, CT, DC, IL, LA, MD, NY, PA, TX

Financial Advisors at Profit Investments
No Advisor Found.
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