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

Building 2LOWE FS

Map pinCOLUMBIA, MD
Phone443-766-7160
NotebookSEC #801-69635
Total AUM
$215.7M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6230 OLD DOBBIN LANE
SUITE 170
COLUMBIA
MD 21045
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
443-766-7160

ReceiptFinancials

Total AUM
$215.7M
Accounts
760
Discretionary
$130M
Accounts
721
Non-Discretionary
$85.7M
Accounts
39

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDTXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account