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Building 2AMES FEE ONLY FINANCIAL PLANNING

Map pinANNAPOLIS, MD
Phone410-280-2390
NotebookSEC #801-57946
Total AUM
$76.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
503 FIFTH ST.
ANNAPOLIS
MD 21403
United States
Operating Hours
9 A.M.-5 P.M.
Monday - Friday
Phone
410-280-2390

ReceiptFinancials

Total AUM
$76.2M
Accounts
246
Discretionary
$76.2M
Accounts
246
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMD

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

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