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Building 2GGM WEALTH ADVISORS

Map pinBALTIMORE, MD
Phone410-685-9685
NotebookSEC #801-50972
Total AUM
$446.8M
Employees
7
Clients
358

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1801 PORTER STREET
SUITE 500
BALTIMORE
MD 21230
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
410-685-9685
Other Offices
1

ReceiptFinancials

Total AUM
$446.8M
Accounts
889
Discretionary
$437.1M
Accounts
882
Non-Discretionary
$9.6M
Accounts
7

ContactClients

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Individual Clients
216
AUM
$55.4M
HNW Individual Clients
110
AUM
$327.7M
Investment Company Clients
1
AUM
$20.3M
Pension/Profit Sharing Plan Clients
5
AUM
$19.1M
Charitable Organization Clients
11
AUM
$13.4M
Corporation or Business Clients
15
AUM
$10.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCDEFLMDMETXVA

HandshakeAffiliates

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

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