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Building 2PARTNERSHIP WEALTH MANAGEMENT

Map pinTOWSON, MD
Phone(410) 732-2633
NotebookSEC #801-121083
Total AUM
$234.9M
Employees
3
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
606 E JOPPA ROAD
TOWSON
MD 21286
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
(410) 732-2633

ReceiptFinancials

Total AUM
$234.9M
Accounts
485
Discretionary
$225.8M
Accounts
454
Non-Discretionary
$9.1M
Accounts
31

ContactClients

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Individual Clients
77
AUM
$25.6M
HNW Individual Clients
62
AUM
$209.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCADCDEFLMDNYPATXVA

HandshakeAffiliates

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

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