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First Georgetown Securities, Inc.

Headquartered in ALEXANDRIA, VA

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Firm Information

First Georgetown Securities, Inc. is a Corporation headquartered in Washington, D.C. with a main office in Washington, D.C. The firm was formed on 05/01/1975 and has been approved by the SEC to operate as an investment adviser. First Georgetown Securities, Inc. provides portfolio management for individuals. The firm manages approximately $90,396,641 in regulatory assets under management.

First Georgetown Securities, Inc.

$90.40M

Assets Under Management

Not reported

Total Clients

3

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

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

Branch Locations (1)

FIRST GEORGETOWN SECURITIES, INC. has a total of 1 branch locations across the country.
location

ALEXANDRIA, VA

Advisors at First Georgetown Securities, Inc.

View All 3 Advisors
Unclaimed
Charles William Harris

RA

ALEXANDRIA, VA

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Robert Taylor Mann

RA

ALEXANDRIA, VA

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Carl Heinz Schilke

ALEXANDRIA, VA

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Unclaimed
Mario J Segreti

ALEXANDRIA, VA

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Disclosures

There are 2 public disclosures for First Georgetown Securities, Inc.. Review regulatory record here.

Frequently Asked Questions (18)

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