Allocator Index · CRD 139034

MV CAPITAL MANAGEMENT, INC.

Bethesda, MD · 301-656-6545 · linkedin.com/company/mv-financial-group/

SEC IAPD record ↗

Fit score

58

  • aum $250M-$3.0B+22
  • hnw>=200+20
  • hnw_majority+8
  • employees 3-60+8

HNW clients

295

Other individuals

149

HNW assets

$946.1M

Total AUM

$1.44B

Employees

8

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.