Francisco
Bido

F/M Investments LLC

CRD#4771263
Investment Advisor
in Washington, DC

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About this Advisor

Francisco Bido is a financial advisor based in Washington, District of Columbia, working with F/M Investments LLC. Francisco has previously held positions at Cognios Capital and F/M Investments. Francisco has passed the Series 65 regulatory exam and is registered to provide services in Kansas. Currently, Francisco is part of F/M Investments LLC, which operates out of Washington, District of Columbia. The firm has 8 offices and 67 employees. The firm manages assets totaling $12.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at F/M Investments LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3050 K. St Nw Suite 201
Washington, DC 20007

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F/M Investments LLC Brokerage Details

Total Assets Under Management

$12,845,275,039

DC Average: $4,886,152,200
Total Number of Employees

67

DC Average: 60
Total Number of Accounts

3,530

DC Average: 205
Average Account Size

$3,638,888

DC Average: $23,834,889

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Francisco Bido Work History

2020 - Present (4 years)

F/M Investments

2013 - 2020 (7 years)

Cognios Capital

Disclosures

Please visit the SEC profile of Francisco Bido to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at F/M Investments LLC

Chong Han
Washington, DC
Randall Loving
Washington, DC
Francisco Bido
Washington, DC
David Drzadinski
Milwaukee, WI
Daniel Skubiz
Saint Louis, MO
David Littleton
Washington, DC
Zachary Newcomer
Washington, DC
Jeffrey Holmes
Washington, DC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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