Investment adviser · CRD 290348
COUNCILOR, BUCHANAN & MITCHELL, P. C. (CBM)
Investment adviser filing (IA)
BETHESDA, MD, United States · Form ADV filed Mar 28, 2024
- Employees
- 100 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 28 | $0 | Not reported |
| High-net-worth individuals | 17 | $0 | Not reported |
Filing source
Form ADV 1847961 · Mar 28, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 28, 2024. View historical filings
Reported services
Financial planning · Publication of newsletters · Educational seminars
Compensation
Hourly
Principal office
7910 WOODMONT AVE, SUITE 500BETHESDA, MD, 20814, United States
CRD 290348
Filing source
Form ADV 1847961 · Mar 28, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.