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Building 2WAYPOINT WEALTH MANAGEMENT

Map pinTIMONIUM, MD
Phone410-561-3994
NotebookSEC #801-110641
Total AUM
$242.5M
Employees
1
Clients
207

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9515 DEERECO ROAD
SUITE 604
TIMONIUM
MD 21093
United States
Operating Hours
9AM - 5 PM
Monday - Friday
Phone
410-561-3994

ReceiptFinancials

Total AUM
$242.5M
Accounts
555
Discretionary
$242.5M
Accounts
555
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
132
AUM
$60M
HNW Individual Clients
72
AUM
$179.3M
Corporation or Business Clients
3
AUM
$3.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MDPA

HandshakeAffiliates

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

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