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Building 2TOWN CAPITAL

Map pinBEL AIR, MD
Phone410-864-0209
NotebookSEC #801-132806
Total AUM
$168.8M
Employees
2
Clients
156

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
112 W PENNSYLVANIA AVE
STE 301
BEL AIR
MD 21014
United States
Operating Hours
8AM - 6PM
Monday - Friday
Phone
410-864-0209

ReceiptFinancials

Total AUM
$168.8M
Accounts
681
Discretionary
$168.8M
Accounts
681
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
102
AUM
$48.2M
HNW Individual Clients
54
AUM
$120.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
FACILITATING ESTATE PLANNING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEMDPATX

HandshakeAffiliates

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

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