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Building 2ARMSTRONG DIXON

Map pinBALTIMORE, MD
Phone443-563-1111
NotebookSEC #801-106631
Total AUM
$447.5M
Employees
9
Clients
296

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1500 SULGRAVE AVE
BALTIMORE
MD 21209
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
443-563-1111

ReceiptFinancials

Total AUM
$447.5M
Accounts
957
Discretionary
$446.4M
Accounts
926
Non-Discretionary
$1.1M
Accounts
31

ContactClients

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Individual Clients
132
AUM
$38.8M
HNW Individual Clients
158
AUM
$404.4M
Pension/Profit Sharing Plan Clients
1
AUM
$834.4K
Charitable Organization Clients
1
AUM
$1.1M
Corporation or Business Clients
4
AUM
$2.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMDNCNYPASCTXVAWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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