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WEALTH PLANNING GROUP
BALTIMORE, MD
410-522-2030
SEC #801-114047Total AUM
$360.9M
Employees
6Clients
401Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3600 O'DONNELL STREET
SUITE 860
BALTIMORE
MD 21224
United States
SUITE 860
BALTIMORE
MD 21224
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
410-522-2030
Financials
Total AUM
$360.9M
Accounts
1,277Discretionary
$285M
Accounts
1,236Non-Discretionary
$75.9M
Accounts
41
Clients
Individual Clients
300AUM
$81.4M
HNW Individual Clients
80AUM
$197.8M
Pension/Profit Sharing Plan Clients
19AUM
$76.8M
Charitable Organization Clients
1AUM
$2.3M
Corporation or Business Clients
1AUM
$2.5M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLGAMDNCPATXVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.