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SPC Financial Inc.

Headquartered in ROCKVILLE, MD

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Firm Information

SPC Financial Inc. is an investment advisor based in Rockville, Maryland. The firm manages over $1.16 billion in assets for approximately 3,300 accounts and provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for businesses and individuals. They are registered with the SEC.

SPC Financial Inc.

3202 TOWER OAKS BLVD

ROCKVILLE, MD 20852-4219

$1.16B

Assets Under Management

23

Total Clients

12

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)

SPC FINANCIAL INC. has a total of 1 branch locations across the country.
location

ROCKVILLE, MD

Advisors at SPC Financial Inc.

View All 12 Advisors
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Steven Paul Cimino

RA

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Leo Daniel Martinic

RA

ROCKVILLE, MD

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John Thomas Flynn

CFP®, RA

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Matthew Edward Gilchrist

CFP®, PFS®, RA

ROCKVILLE, MD

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Matthew Christopher Plourde

CFP®, RA

ROCKVILLE, MD

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Eden Tadesse Akana

RA

ROCKVILLE, MD

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William Gregory Chatfield

CFP®, RA

ROCKVILLE, MD

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Bradley Patrick Lipman

CFP®, RA

ROCKVILLE, MD

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Disclosures

There are no public disclosures for SPC Financial Inc..

Frequently Asked Questions (7)

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