Megan
Fontem
Homestead Advisers Corp
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About this Advisor
Megan Fontem is a financial advisor based in Rockville, Maryland, working with Homestead Advisers Corp. Megan has previously worked at Re Investment Corporation, Nreca, Re Advisers Corporation, and Homestead Advisers Corp. Megan has passed the Series 63 regulatory exam and is registered to provide services in multiple states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Currently, Megan is part of Homestead Advisers Corp, which is located in Rockville, Maryland. The firm has 40 employees and manages assets totaling $7.7 billion. The services offered by the firm include financial planning services, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Homestead Advisers Corp includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Homestead Advisers Corp Brokerage Details
$7,735,038,928
40
19
$407,107,312
Investment Advisory Services
- Financial planning services
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Megan Fontem Work History
Homestead Advisers Corp
Re Advisers Corporation
Re Investment Corporation
Re Advisers Corporation
Nreca
Re Advisers Corporation
Disclosures
Please visit the SEC profile of Megan Fontem 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 Homestead Advisers Corp
Arlington, VA
Arlington, VA
Arlington, VA
Arlington, VA
Medfield, MA
Arlington, VA
Rockville, MD
Arlington, VA
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