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Building 2BAY HARBOR WEALTH MANAGEMENT, LLC

Map pinHUNT VALLEY, MD
Phone410-403-2060
NotebookSEC #801-114123
Total AUM
$412M
Employees
6
Clients
399

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 INTERNATIONAL CIRCLE
SUITE 520
HUNT VALLEY
MD 21030
United States
Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Phone
410-403-2060

ReceiptFinancials

Total AUM
$412M
Accounts
1,375
Discretionary
$412M
Accounts
1,375
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
266
AUM
$99.9M
HNW Individual Clients
130
AUM
$308.4M
Corporation or Business Clients
3
AUM
$3.7M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDNCNHORPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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