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Almog Geva

BRONFMAN E.L. ROTHSCHILD, L.P.·ROCKVILLE, Maryland
Unclaimed Profile
ONE PRESERVE PARKWAY, ROCKVILLE, MD 20852CRD# 6193568Firm CRD# 168095
01

About

Almog Geva is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with BRONFMAN E.L. ROTHSCHILD, L.P.. 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
WEALTHSPIRE ADVISORS, L.P.
WEALTHSPIRE ADVISORS
AUM
$4.6B
Regulatory assets under management
Employees
76
Total firm employees
View all advisors at WEALTHSPIRE ADVISORS, L.P. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6193568
Firm CRD# 168095
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Almog Geva offer?
Almog Geva specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Almog Geva's credentials?
Almog Geva is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Almog Geva located?
Almog Geva is based in ROCKVILLE, Maryland, working with BRONFMAN E.L. ROTHSCHILD, L.P.. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does Almog Geva charge for services?
Almog Geva'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 BRONFMAN E.L. ROTHSCHILD, L.P.?
BRONFMAN E.L. ROTHSCHILD, L.P. has approximately 76 employees and manages $4.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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