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Building 2SC&H WEALTH

Map pinHUNT VALLEY, MD
Phone410-403-1500
NotebookSEC #801-69985
Total AUM
$1.2B
Employees
24
Clients
676

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
226 SCHILLING CIRCLE
STE 300
HUNT VALLEY
MD 21031
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
410-403-1500
Other Offices
2

ReceiptFinancials

Total AUM
$1.2B
Accounts
2,057
Discretionary
$1.2B
Accounts
2,035
Non-Discretionary
$40.1M
Accounts
22

ContactClients

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Individual Clients
420
AUM
$232.3M
HNW Individual Clients
248
AUM
$980.8M
Pension/Profit Sharing Plan Clients
6
AUM
$16.7M
Corporation or Business Clients
2
AUM
$1.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCDEFLGALAMAMDMNNCNENHNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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