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Building 2IFPS

Map pinHEIDELBERG
Phone443-450-4543
NotebookSEC #801-132001
Total AUM
$4.1M
Employees
21
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
KARLSTR. 20
HEIDELBERG
69117
Germany
Operating Hours
9:00AM -5:00PM
Monday - Friday
Phone
443-450-4543
Other Offices
2

ReceiptFinancials

Total AUM
$4.1M
Accounts
43
Discretionary
$4.1M
Accounts
43
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
27
AUM
$4.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SRO Cause of Denial/SuspensionSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
MD

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

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