Bogart Wealth is an investment advisor in Mclean with $1.93 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
812984139
SEC advisor number
801-107912
FINRA CRD number
283886
AUM ?
$2.62 bn
(as of 11 Mar 24)
Accounts
6,495
(as of 11 Mar 24)
Employees
36
(20 investment advisory or research)
Address
Bogart Wealth
2010 CORPORATE RIDGE, SUITE 580
MCLEAN
VA 22102
2010 CORPORATE RIDGE, SUITE 580
MCLEAN
VA 22102
Phone
7035708651
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22