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Building 2EAN EQUITY FINANCIAL SERVICES LLC

Map pinMILLERSVILLE, MD
Phone443-274-2302
NotebookSEC #801-62076
Total AUM
$60.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8370 VETERANS HIGHWAY
SUITE 202
MILLERSVILLE
MD 21108
United States
Operating Hours
9 AM TO 5 PM EASTERN
Monday - Friday
Phone
443-274-2302

ReceiptFinancials

Total AUM
$60.7M
Accounts
255
Discretionary
$26.9M
Accounts
137
Non-Discretionary
$33.7M
Accounts
118

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
MDVA

HandshakeAffiliates

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

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