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MV Capital Management, Inc.

Headquartered in BETHESDA, MD

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Firm Information

MV Capital Management, Inc. is an investment advisor based in Bethesda, MD with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals. MV Capital Management, Inc. primarily serves high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

MV Capital Management, Inc.

3 BETHESDA METRO CENTER

BETHESDA, MD 20814-6336

$1.07B

Assets Under Management

2

Total Clients

9

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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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

Branch Locations (1)

MV CAPITAL MANAGEMENT, INC. has a total of 1 branch locations across the country.
location

BETHESDA, MD

Advisors at MV Capital Management, Inc.

View All 9 Advisors
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Courtney Virginia Vojdani

RA

BETHESDA, MD

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Katrina Valerie Lamb

RA

BETHESDA, MD

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Anabel Quintero

RA

BETHESDA, MD

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Masood Vojdani

RA

BETHESDA, MD

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Kedest Baharu

RA

BETHESDA, MD

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Christopher Carley Schaefer

CFP®, RA

BETHESDA, MD

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Mark Evans Underwood

RA

BETHESDA, MD

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Arian A Vojdani

RA

BETHESDA, MD

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Disclosures

There are no public disclosures for MV Capital Management, Inc..

Frequently Asked Questions (9)

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