MV Financial Information

MV Financial is an asset management firm for investors who demand a higher standard of research, service, and strategic thinking. Our original, innovative research sets the foundation. Our customized solutions set us apart. We offer a broad range of investment and advisory services to institutional clients, private investors, and RIAs. Our clients include for-profit and non-profit corporations, charities, and pension funds, as well as individuals, family offices, and other financial advisors.

Website	http://mvfinancial.com
Revenue	$4 million
Employees	22 (13 on RocketReach)
Address	4520 East West Highway Suite 400, Bethesda, Maryland 20814, US
Phone	+1 301-656-6545
Technologies	JavaScript , HTML , Twitter +11 more (view full list)
Industry	Financial Services, Finance General, Finance
Web Rank	37 Million
Keywords	Asset Management, Investment Management, Portfolio Management, Financial Advisor, Wealth Management, Investment Advisory, Research Driven Investing, Strategic Investing, Customized Investment Solutions, High Net Worth Investors, Alternative Investments, Long Term Investing, Financial Planning, Retirement Planning, Investment Research, Institutional Investing, Private Wealth Management, Investment Strategies, Capital Preservation, Financial Services
Competitors	Fidelity Investments, Schwab Advisor Services, Morgan Stanley, Goldman Sachs, Wells Fargo, J.P. Morgan, Raymond James, BMO, Northern Trust Corporation, Citi India +39 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 52 Companies, NAICS Code 52391 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 523910 Companies

MV Financial Questions

What is the annual revenue of MV Financial?

The MV Financial annual revenue was $4 million in 2026.

Who is the President + CEO of MV Financial?

Masood Vojdani is the President + CEO of MV Financial.

How many people are employed at MV Financial?

13 people are employed at MV Financial.

Where is MV Financial based?

MV Financial is based in Bethesda, Maryland.

What is the NAICS code for MV Financial?

The NAICS codes for MV Financial are [52, 52391, 523, 5239, 523910].

What is the SIC code for MV Financial?

The SIC codes for MV Financial are [628, 62].

Top MV Financial Employees

Masood Vojdani

President + CEO at MV Financial

Bethesda, MD, US
2
- mvfinancial.com
- gmail.com
5+
- +1 301-983-XXXX
- +1 301-469-XXXX
- +1 301-816-XXXX
- +1 301-469-XXXX
- +1 301-656-XXXX
- +1 240-338-XXXX
Mark Underwood

Chief Compliance Officer at MV Financial

Bethesda, MD, US
2
- mvfinancial.com
- gmail.com
1
- +1 703-655-XXXX
Joseph Potosky

Director Employee Benefits at MV Financial

Bethesda, MD, US
2
- mvfinancial.com
- yahoo.com
5+
- +1 301-814-XXXX
- +1 301-656-XXXX
- +1 301-814-XXXX
- +1 717-636-XXXX
- +1 301-975-XXXX
- +1 301-340-XXXX
Chris Schaefer

Senior Financial Advisor at MV Financial

Bethesda, MD, US
1
- mvfinancial.com
2
- +1 301-656-XXXX
- +1 301-933-XXXX
Kedest Baharu

Head of Operations + Client Services at MV Financial

Bethesda, MD, US
2
- mvfinancial.com
- gmail.com
2
- +1 301-879-XXXX
- +1 301-906-XXXX
Courtney Vojdani

Portfolio Manager at MV Financial

Washington, DC, US
3
- mvfinancial.com
- gmail.com
- yahoo.com
5+
- +1 240-300-XXXX
- +1 301-986-XXXX
- +1 434-713-XXXX
- +1 202-248-XXXX
- +1 202-808-XXXX
- +1 240-619-XXXX
Arian Vojdani

Investment Adviser + Prinicipal at MV Financial

Bethesda, MD, US
2
- mvfinancial.com
- comcast.net
2
- +1 301-656-XXXX
- +1 240-338-XXXX
Mark Vaimberg

Certified Financial Planner at MV Financial

Hauppauge, NY, US
5+
- +1 631-745-XXXX
- +1 631-549-XXXX
- +1 516-368-XXXX
- +1 631-232-XXXX
- +1 631-486-XXXX
- +1 631-368-XXXX
Anabel Quintero

Senior Business Developer at MV Financial

Bethesda, MD, US
1
- mvfinancial.com
5+
- +1 301-906-XXXX
- +1 301-906-XXXX
- +1 301-656-XXXX
- +1 301-598-XXXX
- +1 301-921-XXXX
- +1 301-879-XXXX
Ashwani Kumar

Founder at MV Financial

Hyderabad, IN