PLANVEST FINANCIAL, INC. of GAITHERSBURG, MD is an SEC-registered investment adviser (CRD 290306). Regulatory assets under management: $175.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Richard Clonch | CEO / CCO | — |
| CLONCH RICHARD | CEO / CCO | — |