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Building 2APPLIED FINANCIAL WISDOM

Map pinHIGHLAND, MD
Phone301-570-8006
NotebookSEC #801-88167
Total AUM
$27.9M
Employees
1
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18301 MINK HOLLOW ROAD
HIGHLAND
MD 20777-9605
United States
Operating Hours
9:00AM- 5:00PM
Monday - Friday
Phone
301-570-8006
Other Offices
1

ReceiptFinancials

Total AUM
$27.9M
Accounts
246
Discretionary
$26.6M
Accounts
238
Non-Discretionary
$1.3M
Accounts
8

ContactClients

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Individual Clients
83
AUM
$12.5M
HNW Individual Clients
19
AUM
$15.4M
Corporation or Business Clients
1
AUM
$59K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCFLGAINLAMAMDMIMONCNJNYPARITXVAWV

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

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