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Jan Amie Soldinger Campbell

TRICAPITAL ADVISORS INC·NORTH BETHESDA, Maryland
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11140 ROCKVILLE PIKE, NORTH BETHESDA, MD 20852CRD# 1700247Firm CRD# 109224
01

About

Jan Amie Soldinger Campbell is a registered financial advisor based in NORTH BETHESDA, Maryland, affiliated with TRICAPITAL ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRICAPITAL ADVISORS INC
TRICAPITAL ADVISORS INC
AUM
$173M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at TRICAPITAL ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1700247
Firm CRD# 109224
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jan Amie Soldinger Campbell offer?
Jan Amie Soldinger Campbell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTH BETHESDA, Maryland for a consultation.
What are Jan Amie Soldinger Campbell's credentials?
Jan Amie Soldinger Campbell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jan Amie Soldinger Campbell located?
Jan Amie Soldinger Campbell is based in NORTH BETHESDA, Maryland, working with TRICAPITAL ADVISORS INC. Their office serves clients in the NORTH BETHESDA metropolitan area and surrounding communities.
How does Jan Amie Soldinger Campbell charge for services?
Jan Amie Soldinger Campbell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRICAPITAL ADVISORS INC?
TRICAPITAL ADVISORS INC has approximately 10 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NORTH BETHESDA
Robert Nmi Lopinto — TRICAPITAL ADVISORS INCMark Elliot Schwartz — TRICAPITAL ADVISORS INCFrederick Joseph Cornelius — BURT ASSOCIATES, INCORPORATEDMaria Georgeanne Cornelius — BURT ASSOCIATES, INCORPORATEDDavid Lawrence Straus — NEW POTOMAC PARTNERS LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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