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Building 2META WEALTH ADVISORY

Map pinTIMONIUM, MD
Phone(410) 683-9263
NotebookSEC #801-134259
Total AUM
$172.1M
Employees
3
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1954 GREENSPRING DR
SUITE 310
TIMONIUM
MD 21093
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(410) 683-9263

ReceiptFinancials

Total AUM
$172.1M
Accounts
333
Discretionary
$172.1M
Accounts
333
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
31
AUM
$16.9M
HNW Individual Clients
50
AUM
$155.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDPAVA

HandshakeAffiliates

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

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