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David Louis Littleton

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
4,484 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$16.9B

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

3050 K. St Nw, Suite 201, Washington, DC, 20007

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is a partner at Rowhouse Capital Partners, LLC, an investment management consultancy, dedicating less than a quarter of his time. He is also a non-executive director at Just Results, LLC, a strategic consultancy company, spending minimal time on this role.

Employment History
Current Registrations
F/m Investments LLC
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Vestmark Advisory Solutions, INC.
May 2016 - October 2019 · 3 yrs 5 mos
State Registrations1 state
DC
Advisor
Exams
No exam information available for this advisor.
David Louis Littleton - Financial Advisor | TrueAdvisor