linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Edgemoor Investment Advisors, Inc.

Headquartered in BETHESDA, MD

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Edgemoor Investment Advisors, Inc. is an investment advisory firm based in Bethesda, MD. They manage approximately $1.18 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and investment companies. The firm provides financial planning and portfolio management services.

Edgemoor Investment Advisors, Inc.

7250 WOODMONT AVENUE

BETHESDA, MD 20814

$1.18B

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

EDGEMOOR INVESTMENT ADVISORS, INC. has a total of 2 branch locations across the country.
location

BETHESDA, MD

location

WASHINGTON, DC

Advisors at Edgemoor Investment Advisors, Inc.

View All 5 Advisors
Unclaimed
Timothy Crathorne Coughlin

CFP®, RA

WASHINGTON, DC

View Profile
Unclaimed
Steven D Larosa

CFA®, RA

BETHESDA, MD

View Profile
Unclaimed
Gay Shepard Truscott

CFP®, RA

BETHESDA, MD

View Profile
Unclaimed
Paul Patrick Meehan

CFA®, RA

BETHESDA, MD

View Profile
Unclaimed
Thomas Patrick Meehan

RA

WASHINGTON, DC

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Edgemoor Investment Advisors, Inc. is right for you?

Disclosures

There are no public disclosures for Edgemoor Investment Advisors, Inc..

Frequently Asked Questions (7)

Not sure if Edgemoor Investment Advisors, Inc. is right for you?