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Alan Jeffrey Marantz

FORT, L.P.·CHEVY CHASE, Maryland
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2 WISCONSIN CIRCLE, CHEVY CHASE, MD 20815-7003CRD# 1260298Firm CRD# 168613
01

About

Alan Jeffrey Marantz is a registered financial advisor based in CHEVY CHASE, Maryland, affiliated with FORT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FORT, L.P.
FORT, L.P.
AUM
$359M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at FORT, L.P. →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1260298
Firm CRD# 168613
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alan Jeffrey Marantz offer?
Alan Jeffrey Marantz specializes in Retirement Planning, Wealth Management. Contact their office in CHEVY CHASE, Maryland for a consultation.
What are Alan Jeffrey Marantz's credentials?
Alan Jeffrey Marantz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Jeffrey Marantz located?
Alan Jeffrey Marantz is based in CHEVY CHASE, Maryland, working with FORT, L.P.. Their office serves clients in the CHEVY CHASE metropolitan area and surrounding communities.
How does Alan Jeffrey Marantz charge for services?
Alan Jeffrey Marantz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORT, L.P.?
FORT, L.P. has approximately 11 employees and manages $359M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHEVY CHASE
Jon Masao Sakoda — NEA MANAGEMENT COMPANY, LLCGary Barrett Townsend — HILL-TOWNSEND CAPITAL, LLCVernon W Hill — HILL-TOWNSEND CAPITAL, LLCArthur J. Marks — NEA MANAGEMENT COMPANY, LLCMichael Joseph Ward — HARMONIC GROWTH PARTNERS, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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