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Building 2FAI WEALTH MANAGEMENT

Map pinCOLUMBIA, MD
Phone410-715-9200
NotebookSEC #801-31624
Total AUM
$282.5M
Employees
8
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10211 WINCOPIN CIRCLE
SUITE 220
COLUMBIA
MD 21044-3308
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
410-715-9200

ReceiptFinancials

Total AUM
$282.5M
Accounts
672
Discretionary
$282.5M
Accounts
672
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
79
AUM
$48.4M
HNW Individual Clients
110
AUM
$234.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNHNJPASCTXVA

HandshakeAffiliates

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

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