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Building 2PROSPERITY - AN EISNERAMPER COMPANY

Map pinOWINGS MILLS, MD
Phone410-363-7211
NotebookSEC #801-96321
Total AUM
$3.2B
Employees
66
Clients
1,896

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10065 RED RUN BOULEVARD
SUITE 200
OWINGS MILLS
MD 21117
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
410-363-7211
Other Offices
13

ReceiptFinancials

Total AUM
$3.2B
Accounts
5,557
Discretionary
$3.2B
Accounts
5,548
Non-Discretionary
$11.7M
Accounts
9

ContactClients

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Individual Clients
1,088
AUM
$534.6M
HNW Individual Clients
762
AUM
$2.6B
Pension/Profit Sharing Plan Clients
6
AUM
$4.1M
Charitable Organization Clients
19
AUM
$14.5M
Corporation or Business Clients
21
AUM
$41.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ALAZCACOCTDCDEFLGAILINLAMAMDMEMIMNNCNHNJNVNYOHORPARISCTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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