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Building 2BALTIMORE-WASHINGTON FINANCIAL ADVISORS

Map pinCOLUMBIA, MD
Phone410-461-3900
NotebookSEC #801-76893
Total AUM
$3B
Employees
36
Clients
5,301

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10960 GRANTCHESTER WAY
SUITE 110
COLUMBIA
MD 21044
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
410-461-3900

ReceiptFinancials

Total AUM
$3B
Accounts
5,301
Discretionary
$2.9B
Accounts
4,922
Non-Discretionary
$124M
Accounts
379

ContactClients

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Individual Clients
4,400
AUM
$900.3M
HNW Individual Clients
872
AUM
$2.1B
Charitable Organization Clients
18
AUM
$21.4M
Corporation or Business Clients
11
AUM
$1.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION AND TAX PLANNING, BUSINESS SUCCESSION PLANNING, EMPLOYER-SPONSORED RETIREMENT PLAN SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCDEFLILLAMAMDMENCNHNJNYOHPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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