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Harold Zirkin Fiduciary Services, Inc. (Bethesda)


Harold Zirkin Fiduciary Services, Inc. is an adviser based in Bethesda. It manages $84.74 million of regulatory assets for 65 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of District of Columbia, Maryland, and Virginia.

Harold Zirkin Fiduciary Services 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.

Harold Zirkin Fiduciary Services: assets under management

The assets under management (AUM) of Harold Zirkin Fiduciary Services, Inc. is $84.74 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $84.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.3 million each.
Harold Zirkin Fiduciary Services has custody of $84.74 million in cash and securities for 65 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Harold Zirkin Fiduciary Services, 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.

Based in Bethesda

The principal office where Harold Zirkin Fiduciary Services, Inc. performs its advisory services is located at 3 Bethesda Metro Center, Bethesda, MD 20814, 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 301-961-9000 or by fax 301-961-9009. The normal business hours are 9 am - 5 pm on Monday - Friday.


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