1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MEDALLION ADVISORY SERVICES, LLC

Map pinSEVERNA PARK, MD
Phone410-544-8400
NotebookSEC #801-60862
Total AUM
$266.3M
Employees
376
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
811 GOV. RITCHIE HIGHWAY
SUITE 25
SEVERNA PARK
MD 21146
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
410-544-8400

ReceiptFinancials

Total AUM
$266.3M
Accounts
3,139
Discretionary
$31.7M
Accounts
433
Non-Discretionary
$234.6M
Accounts
2,706

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AKALAZCACOCTDCDEFLGAHIIAILINKYLAMAMDMEMIMNMONCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV

HandshakeAffiliates

View all affiliates →

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

Feature requires an account