First Georgetown Securities, Inc. is a mid-sized advisory firm based in Alexandria. It manages $70 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Virginia.
First Georgetown Securities provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of First Georgetown Securities, Inc. is $70 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay First Georgetown Securities, Inc. for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where First Georgetown Securities, Inc. performs its advisory services is located at 1700 Diagonal Rd., Alexandria, VA 22314, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 703-519-7700 or by fax 703-519-7969. The normal business hours are 8:30am-4:30pm on Monday - Friday. You can find more information about the New York firm at www.firstgeorgetown.com.