BOGART WEALTH, LLC is a Mclean, Virginia based financial advisory firm with nearly $2,282,219,691 in assets under management and provides investment advisory services for 6056 clients. There are currently 28 financial advisors at the firm.
General Information |
| Firm CRD#: | 283886 | |
| SEC#: | 801-107912 | |
| Assets under Management: | $2,282,219,691 | |
| No. of Clients: | 6056 | |
| No. of Advisors: | 28 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Educational Seminars/ Workshops | |
| Fee Structure: | A Percentage of AUM |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| SPIRE WEALTH MANAGEMENT, LLC | 113908 | 801-60468 | 14882 | 138 | $3,880,542,514 |
| CARY STREET PARTNERS | 128545 | 801-64239 | 11387 | 134 | $5,512,469,144 |
| WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC | 106060 | 801-37972 | 5210 | 45 | $4,754,536,565 |
| CASSADAY & COMPANY, INC. | 317672 | 801-122868 | 3329 | 83 | $4,033,817,640 |
| HERITAGE WEALTH ADVISORS | 137484 | 801-64803 | 1345 | 32 | $3,081,765,406 |
| BROCKENBROUGH | 105142 | 801-6691 | 1059 | 30 | $4,240,933,931 |
| ANDERSEN | 124205 | 801-61693 | 413 | 1511 | $4,217,211,000 |
| RICHMOND CAPITAL MANAGEMENT INC | 104636 | 801-17534 | 199 | 21 | $5,376,196,000 |
| HARBOR GROUP INTERNATIONAL, LLC | 285895 | 801-108747 | 140 | 129 | $2,752,252,504 |
| 1607 CAPITAL PARTNERS, LLC | 144758 | 801-68322 | 27 | 17 | $3,903,035,396 |
| COLUMBIA CAPITAL | 159616 | 801-126354 | 24 | 27 | $4,651,647,735 |
| FOXHAVEN ASSET MANAGEMENT, LP | 168872 | 801-78539 | 5 | 10 | $4,434,439,180 |
| SPIDER MANAGEMENT COMPANY, LLC | 149343 | 801-70963 | 4 | 19 | $5,912,022,697 |
| GLADSTONE MANAGEMENT CORPORATION | 122482 | 801-61440 | 4 | 45 | $4,175,732,000 |
| QUAD-C MANAGEMENT, INC. | 161395 | 801-73741 | 2 | 30 | $3,033,625,745 |