# PERSONAL FINANCIAL PARTNERS

PERSONAL FINANCIAL PARTNERS of CHEVY CHASE, MD is an SEC-registered investment adviser.

## Registration

- CRD: 331381
- Type: SEC-registered investment adviser
- Location: 5425 WISCONSIN AVE, SUITE 600, CHEVY CHASE, MD, 20815
- Phone: (202) 910-6240
- Latest filing: 2026-03-16
- Regulatory AUM: $21.2M
- Discretionary AUM: $21.2M
- Clients: 1
- Accounts: 197

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331381/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331381/similar
- Related entities: https://search.stillhousedata.com/firm/331381/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331381

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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.