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James Kennedy Mctintyre

FORTIGENT, LLC·ROCKVILLE, Maryland
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2600 TOWER OAKS BOULEVARD, ROCKVILLE, MD 20852CRD# 2512130Firm CRD# 138164
01

About

James Kennedy Mctintyre is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with FORTIGENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
FORTIGENT, LLC
FORTIGENT, LLC
AUM
$3.5B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at FORTIGENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: FEE BASED ON THE NUMBER OF CUSTODIAL ACCOUNTS RECONCILED
Regulatory
SEC/IARD CRD# 2512130
Firm CRD# 138164
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Kennedy Mctintyre offer?
James Kennedy Mctintyre specializes in Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.
What are James Kennedy Mctintyre's credentials?
James Kennedy Mctintyre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Kennedy Mctintyre located?
James Kennedy Mctintyre is based in ROCKVILLE, Maryland, working with FORTIGENT, LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does James Kennedy Mctintyre charge for services?
James Kennedy Mctintyre's firm is compensated through percentage of aum, subscription fees, other: fee based on the number of custodial accounts reconciled. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORTIGENT, LLC?
FORTIGENT, LLC has approximately 10 employees and manages $3.5B 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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