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Building 2FINANCIAL COUNCIL, LLC

Map pinTOWSON, MD
Phone410-821-9200
NotebookSEC #801-51360
Total AUM
$1.3B
Employees
21
Clients
649

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 WEST ROAD
SUITE 500
TOWSON
MD 21204
United States
Operating Hours
9:00A.M.-5:00P.M.
Monday - Friday
Phone
410-821-9200

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,565
Discretionary
$1.3B
Accounts
1,565
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
305
AUM
$151.3M
HNW Individual Clients
343
AUM
$1.1B
Charitable Organization Clients
1
AUM
$2.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCDEFLMAMDNCNHNYPASCTXVA

HandshakeAffiliates

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

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