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Building 2API FINANCIAL PLANNING SERVICES INC

Map pinOWINGS MILLS, MD
Phone410-581-9925
NotebookSEC #801-24854
Total AUM
$65.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 REDLAND COURT
SUITE 100
OWINGS MILLS
MD 21117
USA
Operating Hours
9:00-5:00
Monday - Friday
Phone
410-581-9925

ReceiptFinancials

Total AUM
$65.6M
Accounts
426
Discretionary
$44.8M
Accounts
313
Non-Discretionary
$20.7M
Accounts
113

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEMD

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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