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Building 2PERSPECTIVE WEALTH MANAGEMENT

Map pinHUNT VALLEY, MD
Phone410-584-8100
NotebookSEC #801-34480
Total AUM
$595M
Employees
6
Clients
264

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
307 INTERNATIONAL CIRCLE
SUITE 540
HUNT VALLEY
MD 21030-1439
United States
Operating Hours
8:30AM TO 4:00PM
Monday - Friday
Phone
410-584-8100

ReceiptFinancials

Total AUM
$595M
Accounts
264
Discretionary
$525.7M
Accounts
215
Non-Discretionary
$69.3M
Accounts
49

ContactClients

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Individual Clients
46
AUM
$23.1M
HNW Individual Clients
218
AUM
$571.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDNJPATXVA

HandshakeAffiliates

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

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