MV Capital Management is an investment advisor in Bethesda with $911.30 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
203909364
SEC advisor number
801-65709
FINRA CRD number
139034
AUM ?
$1.07 bn
(as of 25 Mar 24)
Accounts
1,127
(as of 25 Mar 24)
Employees
9
(9 investment advisory or research)
Address
MV Capital Management
4520 EAST WEST HIGHWAY
SUITE 400
BETHESDA
MD 20814
4520 EAST WEST HIGHWAY
SUITE 400
BETHESDA
MD 20814
Phone
3016566545
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22