1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WIDMANN FINANCIAL SERVICES

Map pinBOWIE, MD
Phone301-262-2919
NotebookSEC #801-111962
Total AUM
$466.8M
Employees
14
Clients
553

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4321 NORTHVIEW DRIVE
BOWIE
MD 20716
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
301-262-2919

ReceiptFinancials

Total AUM
$466.8M
Accounts
1,128
Discretionary
$465.6M
Accounts
1,127
Non-Discretionary
$1.2M
Accounts
1

ContactClients

View more in analytics →

Individual Clients
428
AUM
$169.1M
HNW Individual Clients
123
AUM
$284.9M
Charitable Organization Clients
1
AUM
$4.9M
Corporation or Business Clients
1
AUM
$7.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDNCNHNYPASCTXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account