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David Elliot Osztreicher

FORT, L.P.·CHEVY CHASE, Maryland
Clean recordFORT, L.P.
2 WISCONSIN CIRCLE, CHEVY CHASE, MD 20815-7003CRD# 7301270Firm CRD# 168613

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Elliot Osztreicher · CHEVY CHASE, MD
Registration
CRD #7301270 · FORT, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Elliot Osztreicher 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
Introduction

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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# 7301270
Firm CRD# 168613
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Elliot Osztreicher offer?
David Elliot Osztreicher specializes in Retirement Planning, Wealth Management. Contact their office in CHEVY CHASE, Maryland for a consultation.
What are David Elliot Osztreicher's credentials?
David Elliot Osztreicher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Elliot Osztreicher located?
David Elliot Osztreicher 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 David Elliot Osztreicher charge for services?
David Elliot Osztreicher'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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Research
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