# ORTMAN FINANCIAL PLANNING

ORTMAN FINANCIAL PLANNING of NORTH BETHESDA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 281944
- Type: SEC-registered investment adviser
- Location: 909 ROSE AVE, NORTH BETHESDA, MD, 20852
- Phone: (301) 799-3140
- Latest filing: 2026-02-11
- Regulatory AUM: $63.1M
- Discretionary AUM: $63.1M
- Clients: 1
- Accounts: 330

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281944/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281944/similar
- Related entities: https://search.stillhousedata.com/firm/281944/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281944

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.