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Building 2MDRN CAPITAL

Map pinANNAPOLIS, MD
Phone410-533-9966
NotebookSEC #801-130784
Total AUM
$338.6M
Employees
36
Clients
569

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1997 ANNAPOLIS EXCHANGE PARKWAY
SUITE 300
ANNAPOLIS
MD 21401
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
410-533-9966
Other Offices
23

ReceiptFinancials

Total AUM
$338.6M
Accounts
1,977
Discretionary
$338.6M
Accounts
1,977
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
144
AUM
$58.2M
HNW Individual Clients
425
AUM
$280.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDEFLGAILKSKYLAMAMDMIMNMOMTNCNENHNJNMNYOHORPASCTNTXUTVAWAWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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