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Building 2RETIREMENT MANAGEMENT SYSTEMS

Map pinLEONARDTOWN, MD
Phone301-327-5312
NotebookSEC #801-70978
Total AUM
$1.9B
Employees
11
Clients
3,032

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
41615 PARK AVENUE
SUITE 115
LEONARDTOWN
MD 20650
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
301-327-5312
Other Offices
2

ReceiptFinancials

Total AUM
$1.9B
Accounts
4,472
Discretionary
$1.9B
Accounts
4,472
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,479
AUM
$968.4M
HNW Individual Clients
553
AUM
$918.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ASSET ALLOCATION ADVICE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMIMNMOMSNCNENHNJNVNYOHOKORPARISCTNTXVAWAWIWV

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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