FBB Capital Partners

EST. AUM
$2,394,809,702

CONTACTS
26

CLIENT ACCOUNTS
3,187

Firm Details

Metro area Washington, DC
CRD Number 108967
Website fbbcapitalpartners.com
Client types

Overview

FBB Capital Partners, a Maryland-based wealth management firm, offers comprehensive financial planning and investment management services to help clients achieve their personal and familial goals. They emphasize the importance of defining goals with specificity and provide customized solutions to address clients' needs. Services include retirement planning, estate and legacy planning, tax efficiency, risk management, charitable giving, and more. Jaime Quiros, a certified financial planner and Senior Portfolio Manager at FBB, highlights the firm's commitment to securing clients' financial futures. While they don't provide legal or tax services, FBB assists clients in navigating various financial complexities. Prospective clients can reach out via phone, email, or in person for consultations with their team of financial advisors. FBB Capital Partners has been serving clients for over 35 years, focusing on personalized wealth management tailored to individual needs.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

FBB Capital Partners

Platform Details

Investment Preferences

Alternative Activity

Address

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