ORTMAN FINANCIAL PLANNING

ORTMAN FINANCIAL PLANNING of NORTH BETHESDA, MD is an SEC-registered investment adviser (CRD 281944). Regulatory assets under management: $63.1M.

Registration

• CRD: 281944
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281944 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search