Unclaimed Profile

Alan Jeffrey Marantz

FORT, L.P.·CHEVY CHASE, Maryland

Clean recordFORT, L.P.

2 WISCONSIN CIRCLE, CHEVY CHASE, MD 20815-7003CRD# 1260298Firm CRD# 168613

Profile Verification

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

Identity

Alan Jeffrey Marantz · CHEVY CHASE, MD

Registration

CRD #1260298 · FORT, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FORT, L.P.

AUM

$359M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FORT, L.P. →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1260298

Firm CRD# 168613

View on FINRA BrokerCheck →

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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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