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Building 2VALUEWEALTH SERVICES, LLC

Map pinANNAPOLIS, MD
Phone410-286-9230
NotebookSEC #801-116846
Total AUM
$319M
Employees
4
Clients
420

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2444 SOLOMONS ISLAND RD SUITE 212
ANNAPOLIS
MD 21401
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
410-286-9230
Other Offices
2

ReceiptFinancials

Total AUM
$319M
Accounts
1,144
Discretionary
$319M
Accounts
1,144
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
305
AUM
$122M
HNW Individual Clients
115
AUM
$196.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILMDMSNCNMNYOHTNVA

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

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