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PLANVEST FINANCIAL, INC.

Investment AdviceGAITHERSBURG, MD

Assets Under Management

$126M

Total AUM

Donut chart: Discretionary 126.0M
Category	Value
Discretionary	126.0M

Adviser Information

Field	Value
CRD Number	290306
SEC Number	801-131058
Street Address	555 QUINCE ORCHARD ROAD
Street Address 2	SUITE 280
Location	GAITHERSBURG, MD 20878
Country	United States
Phone	(301) 977-7123
Fax	(301) 977-7124
Total Employees	8

Client Count by Type (255 Total)

Horizontal bar chart: Individuals (other than H… 190, High Net Worth Individual… 65
Category	Value
Individuals (other than H…	190
High Net Worth Individual…	65

Planvest Financial, Inc., MD — Investment Adviser | BuildTrust