BNB WEALTH MANGAGEMENT, LLC
Total AUM
$264.6M
Employees
5Clients
480Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8730 GEORGIA AVENUE
SUITE 500
SILVER SPRING
MD 20910
United States
SUITE 500
SILVER SPRING
MD 20910
United States
Operating Hours
8:30 AM TO 7:00 PM
Monday - Friday
Monday - Friday
Phone
301-562-7300
Other Offices
4
Financials
Total AUM
$264.6M
Accounts
480Discretionary
$248.3M
Accounts
449Non-Discretionary
$16.3M
Accounts
31
Clients
Individual Clients
289AUM
$43.6M
HNW Individual Clients
152AUM
$158M
Pension/Profit Sharing Plan Clients
22AUM
$25.9M
Charitable Organization Clients
9AUM
$21.2M
Corporation or Business Clients
8AUM
$15.9M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-Desist
State Registrations
DCFLMDPATXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.