PLANVEST FINANCIAL, INC.

GAITHERSBURG, Maryland·1 registered advisor·CRD# 290306
SEC# 801-1310581(301) 977-7123
01

Firm Overview

AUM
$111M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PLANVEST FINANCIAL, INC.

1 registered advisor
Richard Clonch
GAITHERSBURG, Maryland
CFP
05

Office Locations

GAITHERSBURG, Maryland
1 advisor

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Data sourced from SEC Form ADV filings. PLANVEST FINANCIAL, INC. (CRD# 290306) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.