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Building 2EXETER TRUST CORP

Map pinCABIN JOHN, MD
Phone301-652-1212
NotebookSEC #801-114270
Total AUM
$26M
Employees
2
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7945 MACARTHUR BLVD., SUITE 218
CABIN JOHN
MD 20818
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
301-652-1212
Other Offices
1

ReceiptFinancials

Total AUM
$26M
Accounts
49
Discretionary
$26M
Accounts
49
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
42
AUM
$20M
HNW Individual Clients
7
AUM
$6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual 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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