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APPLIED FINANCIAL WISDOM
301-570-8006
SEC #801-76752Total AUM
$30.7M
Employees
4Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00AM- 5:00PM
Monday - Friday
Monday - Friday
Phone
301-570-8006
Financials
Total AUM
$30.7M
Accounts
317Discretionary
$30.7M
Accounts
317Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MDTX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.