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Building 2GEIER ASSET MANAGEMENT INC

Map pinMARRIOTTSVILLE, MD
Phone410-997-8000
NotebookSEC #801-56955
Total AUM
$353.6M
Employees
8
Clients
374

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2205 WARWICK WAY
STE 200
MARRIOTTSVILLE
MD 21104
United States
Operating Hours
8:30 TO 5:00
Monday - Friday
Phone
410-997-8000
Other Offices
1

ReceiptFinancials

Total AUM
$353.6M
Accounts
1,248
Discretionary
$323.3M
Accounts
1,115
Non-Discretionary
$30.3M
Accounts
133

ContactClients

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Individual Clients
294
AUM
$65.6M
HNW Individual Clients
78
AUM
$280.2M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M
Charitable Organization Clients
1
AUM
$6.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAKSMDNJNYPATXVA

HandshakeAffiliates

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

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