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Building 2BIEGEL WALLER INVESTMENT ADVISORY SERVICES

Map pinCOLUMBIA, MD
Phone410-997-0994
NotebookSEC #801-57900
Total AUM
$511.6M
Employees
11
Clients
320

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10211 WINCOPIN CIRCLE
SUITE 300
COLUMBIA
MD 21044
United States
Operating Hours
8:30A-5:30P
Monday - Friday
Phone
410-997-0994

ReceiptFinancials

Total AUM
$511.6M
Accounts
1,256
Discretionary
$511.6M
Accounts
1,256
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
135
AUM
$64M
HNW Individual Clients
183
AUM
$446.1M
Pension/Profit Sharing Plan Clients
1
AUM
$366.1K
Charitable Organization Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTNG
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCDEFLMDNCNHNJNYPATXVA

HandshakeAffiliates

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

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