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Building 2BAY POINT WEALTH

Map pinANNAPOLIS, MD
Phone410-626-8198
NotebookSEC #801-95167
Total AUM
$399.2M
Employees
8
Clients
176

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
582 BELLERIVE ROAD
4D
ANNAPOLIS
MD 21409
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
410-626-8198
Other Offices
7

ReceiptFinancials

Total AUM
$399.2M
Accounts
688
Discretionary
$399.2M
Accounts
688
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
98
AUM
$40.7M
HNW Individual Clients
78
AUM
$358.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNHTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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