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Building 2PARKRIDGE|JCAM

Map pinPIKESVILLE, MD
Phone410-205-7967
NotebookSEC #801-113083
Total AUM
$6.8M
Employees
1
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7 CHURCH LANE
SUITE 12
PIKESVILLE
MD 21208
United States
Operating Hours
9-5
Monday - Friday
Phone
410-205-7967

ReceiptFinancials

Total AUM
$6.8M
Accounts
9
Discretionary
$6.8M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
8
AUM
$6.5M
Banking Clients
1
AUM
$0
Pooled Vehicle Clients
1
AUM
$250K
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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