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NEXUS338
CABIN JOHN, MD
571-348-0800
SEC #801-122274Total AUM
$407.8M
Employees
3Clients
467Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6409 81ST STREET
CABIN JOHN
MD 20818
United States
CABIN JOHN
MD 20818
United States
Operating Hours
9:00 - 4:00
Monday - Friday
Monday - Friday
Phone
571-348-0800
Financials
Total AUM
$407.8M
Accounts
474Discretionary
$92.6M
Accounts
18Non-Discretionary
$315.3M
Accounts
456
Clients
Individual Clients
1AUM
$681.7K
HNW Individual Clients
9AUM
$40.4M
Pension/Profit Sharing Plan Clients
456AUM
$310.1M
Corporation or Business Clients
1AUM
$56.6M
Services
Services Offered
Individual Portfolio ManagementOther Services
Other Services
PLAN FIDUCIARIES, PLAN SPONSORS OR APPOINTED COMMITTEES AND FIDUCIARIES OF ACCOUNT BASED-DEFINED CONTRIBUTION RETIREMENT PLANS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MD
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.