Unclaimed Profile

James David Bailey

TORRAY INVESTMENT PARTNERS LLC·BETHESDA, Maryland

Clean recordTORRAY INVESTMENT PARTNERS LLC

7501 WISCONSIN AVENUE, BETHESDA, MD 20814-6523CRD# 2963249Firm CRD# 105818

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James David Bailey · BETHESDA, MD

Registration

CRD #2963249 · TORRAY INVESTMENT PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James David Bailey is a registered financial advisor based in BETHESDA, Maryland, affiliated with TORRAY INVESTMENT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

TORRAY INVESTMENT PARTNERS LLC

AUM

$657M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TORRAY INVESTMENT PARTNERS LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2963249

Firm CRD# 105818

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James David Bailey offer?

James David Bailey specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BETHESDA, Maryland for a consultation.

What are James David Bailey's credentials?

James David Bailey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James David Bailey located?

James David Bailey is based in BETHESDA, Maryland, working with TORRAY INVESTMENT PARTNERS LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does James David Bailey charge for services?

James David Bailey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TORRAY INVESTMENT PARTNERS LLC?

TORRAY INVESTMENT PARTNERS LLC has approximately 11 employees and manages $657M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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