PLANVEST FINANCIAL, INC.

PLANVEST FINANCIAL, INC. of GAITHERSBURG, MD is an SEC-registered investment adviser (CRD 290306). Regulatory assets under management: $175.9M.

Registration

• CRD: 290306
• SEC file number: 801-131058
• Type: Registered investment adviser
• Location: 9711 WASHINGTONIAN BLVD, SUITE, SUITE 550, GAITHERSBURG, MD, 20878
• Phone: (301) 977-7123
• Latest filing: 2026-07-27
• Regulatory AUM: $175.9M
• Discretionary AUM: $175.9M
• Clients: 8
• Accounts: 553

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290306 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search