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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Delta
- Established Date
- 05-02-1973
- Office Locations
- 1
Office Locations
About First Georgetown Securities, Inc.
First Georgetown Securities is an Alexandria, VA-based retail advisory firm (est. 1973) providing portfolio management and retirement plan services. The firm emphasizes asset allocation through ETF-centric portfolios, alongside mutual funds and U.S. government/agency bonds, with custody at Fidelity/NFS. It positions its offering as a lower-transaction-fee alternative to full-service brokers.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT TAYLOR MANN
Owner, President
- CRD
- #822903
- Ownership
- 75% or more
CHARLES WILLIAM HARRIS
Chief Compliance Officer, Institutional Equity Sales Analyst
- CRD
- #1005730
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CARL HEINZ SCHILKE
--
- CRD
- #3229857
MARIO J SEGRETI
--
- CRD
- #4270158
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,737,800 | $2,000,000 |
| Non-Discretionary | $0 | -- |
| Total | $115,737,800 | $2,000,000 |
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Separately Managed Accounts
Total SMA Asset: $115,737,800
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,067,044,379 | 26.3% |
| Equity - OTC | $5,792,439,952 | 73.7% |
| Total | $7,859,484,331 | 100.0% |