Sign in Sign up for free

Sapourn Financial Services LLC (Bethesda)


Sapourn Financial Services LLC is a large advisory firm based in Bethesda. It manages $126.74 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Maryland.




Sapourn Financial Services provides portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sapourn Financial Services: assets under management

The assets under management (AUM) of Sapourn Financial Services LLC is $126.74 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $126.33 million in discretionary accounts and $403.02 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.48 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $80.6 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sapourn Financial Services LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bethesda

The principal office where Sapourn Financial Services LLC performs its advisory services is located at 4845 Rugby Ave, 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 301-652-5320 or by fax 301-907-9176. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday.


Registered investment advisers similar to Sapourn Financial Services LLC