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Bank / Wealth / TrustRIA · CRD 283886SEC-Registered

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Bogart Wealth

Bogart Wealth was established in 2016 as a US wealth manager. It functions as a registered investment advisor. The firm provides investment advisory services...

Overview

Bogart Wealth was established in 2016 as a US wealth manager. It functions as a registered investment advisor. The firm provides investment advisory services to individuals and families. No specific asset classes, portfolio companies, or geographic deployments beyond the United States are recorded. Team size and additional offices remain undisclosed. No dated operational events from the last 24 months appear in available records.

General information

Firm type

Bank / Wealth / Trust

Year founded

2016

Location

Region

North America

Country

United States

City

McLean

Frequently asked questions

Who runs investment decisions at Bogart Wealth?

No named principals or CIO appear in the record.

Does Bogart Wealth participate in fund commitments or only direct deals?

The record shows no detail on fund commitments or direct deals.

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