1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BALTIMORE WASHINGTON FINANCIAL ADVISORS INC

Map pinCOLUMBIA, MD
Phone410-461-3900
NotebookSEC #801-27754
Total AUM
$276.9M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5950 SYMPHONY WOODS ROAD
SUITE 600
COLUMBIA
MD 21044
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
410-461-3900

ReceiptFinancials

Total AUM
$276.9M
Accounts
376
Discretionary
$276.7M
Accounts
375
Non-Discretionary
$226.9K
Accounts
1

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION AND TAX PLANNING
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CADCFLMDNCPATXVAWV

HandshakeAffiliates

View all affiliates →

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

Feature requires an account