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  • 1

    Capital Management Group, LLC

    Washington, DC

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $500,000

    We provide individuals and families with a broad range of financial services including investment management, financial advice and planning, and tax analysis and preparation. NEW CLIENT MINIMUM portfolio size = $500,000....

  • 2

    Warren Capital Group

    Washington, DC

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $100,000

    We believe that proper diversification is essential when managing investment assets. We allocate to 5 different asset classes when constructing portfolios: stocks, bonds, real estate, alternatives and cash. NEW CLIENT Minimum Portfolio Size = $100,000...

  • 3

    Ayrshire Associates Inc

    1800 K Street, NW
    Washington, DC

  • 4

    Cartica Management, LLC

    1775 Eye Street NW
    Washington, DC

    Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover

    Portfolio requirement: $50,000

    We are an independent financial advisor and financial planning firm providing investment management and financial planning services to wide range of clients.

  • 5

    Corcoran Group

    1010 Wisconsin Avenue, N.w.
    Washington, DC

  • 6

    Montgomery Brothers Inc

    1020 19th Street, NW
    Washington, DC

  • 7

    Montgomery Brothers, Cappiello, LLC

    1020 19th Street, NW
    Washington, DC

  • 8

    National Real Estate Advisors, LLC

    900 Seventh Street, N.w.
    Washington, DC

  • 9

    PG Capital Management, LLC

    1055 Thomas Jefferson Street, NW
    Washington, DC

  • 10

    Quantum Financial Advisors Inc

    1633 Q. Street, NW
    Washington, DC

  • 11

    Resolute Capital Management LLC

    919 18th St NW
    Washington, DC

  • 12

    SFX Financial Advisory Management Enterprises Inc

    5335 Wisconsin Ave., Nw, Suite 850
    Washington, DC

    Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover

    Portfolio requirement: $50,000

    We are an independent financial advisor and financial planning firm providing investment management and financial planning services to wide range of clients.

  • 13

    Tollefson Gustini & Co. Investment Management LLC

    5335 Wisconsin Avenue, NW
    Washington, DC

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