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Building 2MOUNT VERNON ASSOCIATES INC

Map pinBALTIMORE, MD
Phone410-377-9780
NotebookSEC #801-26821
Total AUM
$232.5M
Employees
3
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
575 S CHARLES STREET, STE 401
BALTIMORE
MD 21201
United States
Operating Hours
8:30-4:00
Monday - Friday
Phone
410-377-9780

ReceiptFinancials

Total AUM
$232.5M
Accounts
121
Discretionary
$232.5M
Accounts
121
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$9.8M
HNW Individual Clients
39
AUM
$147.4M
Pension/Profit Sharing Plan Clients
2
AUM
$53.8M
Charitable Organization Clients
8
AUM
$21.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNHPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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