Edgemoor Investment Advisors
Location: Bethesda, Maryland
Rank: No. 18 on CNBC Financial Advisor 100 List
Key Information:
- Assets Under Management: $1.7 billion
- Accounts Under Management: 341
- Years in Business: 27
Client Information:
- Accepts clients in all 50 states
- Physical offices in Maryland
- $1 million asset threshold
Leadership:
- Paul Meehan: President
- Tim Coughlin: Managing Director
- Gay Truscott: Director
Contact Details:
- Website: edgemoorinv.com
- Address: 7250 Woodmont Ave., Suite 315, Bethesda, MD 20814
- Phone: (301) 543-8881
Edgemoor Investment Advisors is committed to serving a diverse clientele with extensive financial planning needs across generations.