PERSONAL FINANCIAL PARTNERS

PERSONAL FINANCIAL PARTNERS of CHEVY CHASE, MD is an SEC-registered investment adviser (CRD 331381). Regulatory assets under management: $21.2M.

Registration

• CRD: 331381
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331381 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search