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Building 2VANSANT MEWSHAW

Map pinHUNT VALLEY, MD
Phone410-825-8844
NotebookSEC #801-41651
Total AUM
$397.2M
Employees
6
Clients
460

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11350 MCCORMICK ROAD
EXECUTIVE PLAZA I, SUITE 300
HUNT VALLEY
MD 21031
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
410-825-8844

ReceiptFinancials

Total AUM
$397.2M
Accounts
460
Discretionary
$397.2M
Accounts
460
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
411
AUM
$280.6M
HNW Individual Clients
47
AUM
$111.6M
Pension/Profit Sharing Plan Clients
2
AUM
$5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLMDPATXVA

HandshakeAffiliates

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

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