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FINANCIAL CONSULATE
HUNT VALLEY, MD
410-823-7283
SEC #801-18829Total AUM
$1.1B
Employees
25Clients
850Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11019 MCCORMICK ROAD
SUITE 200
HUNT VALLEY
MD 21031
United States
SUITE 200
HUNT VALLEY
MD 21031
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Monday - Friday
Phone
410-823-7283
Other Offices
13
Financials
Total AUM
$1.1B
Accounts
3,375Discretionary
$1.1B
Accounts
3,375Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
516AUM
$242.6M
HNW Individual Clients
328AUM
$845.2M
Pension/Profit Sharing Plan Clients
5AUM
$7.5M
Corporation or Business Clients
1AUM
$611.4K
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
TAX, ACCOUNTING & ESTATE ADVISORY
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CADCDEFLMDNCNHNYPASCTXVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.