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Building 2MARKS WEALTH MANAGEMENT

Map pinELLICOTT CITY, MD
Phone(410) 934-1199
NotebookSEC #801-119442
Total AUM
$409.2M
Employees
5
Clients
283

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11690 FREDERICK RD
ELLICOTT CITY
MD 21042
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
(410) 934-1199

ReceiptFinancials

Total AUM
$409.2M
Accounts
881
Discretionary
$409.2M
Accounts
881
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
151
AUM
$107.7M
HNW Individual Clients
132
AUM
$301.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLLAMDNCNHPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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