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Building 2OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

Map pinROCKVILLE, MD
Phone301-990-4395
NotebookSEC #801-78523
Total AUM
$407.2M
Employees
10
Clients
792

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2099 GAITHER ROAD
SUITE 110
ROCKVILLE
MD 20850
United States
Operating Hours
9:00A.M. - 5:00P.M.
Monday - Friday
Phone
301-990-4395
Other Offices
1

ReceiptFinancials

Total AUM
$407.2M
Accounts
1,395
Discretionary
$341.7M
Accounts
1,003
Non-Discretionary
$65.5M
Accounts
392

ContactClients

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Individual Clients
662
AUM
$135.7M
HNW Individual Clients
128
AUM
$252.3M
Pension/Profit Sharing Plan Clients
1
AUM
$19M
Charitable Organization Clients
1
AUM
$190.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCDEFLMAMDNCNHOHPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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