BOGART WEALTH, LLC - Financial Advisor in Virginia, Mclean

Tel: (703) 570-8651 2010 Corporate Ridge Suite 900 Mclean, Virginia 22102

About BOGART WEALTH, LLC

BOGART WEALTH, LLC is a Mclean, Virginia based financial advisory firm with nearly $2,679,926,911 in assets under management and provides investment advisory services for 6117 clients. There are currently 41 financial advisors at the firm.

General Information

Firm CRD#:

283886

Firm SEC#:

801-107912

Assets Under Management:

$2,679,926,911

No. of Clients:

6117

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Fee Structure:

A percentage of AUM

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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$24,381,015,458

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317672

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2822

$4,975,020,215

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801-61693

446

1861

$4,963,236,000

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113908

801-60468

15951

165

$4,777,743,993

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