Overview
Assets Under Management: $544 million
Headquarters: COLUMBIA, MD
High-Net-Worth Clients: 157
Average Client Assets: $3.1 million
Frequently Asked Questions
BIEGEL WALLER INVESTMENT ADVISORY SERVICES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109597), BIEGEL WALLER INVESTMENT ADVISORY SERVICES is subject to fiduciary duty under federal law.
BIEGEL WALLER INVESTMENT ADVISORY SERVICES is headquartered in COLUMBIA, MD.
BIEGEL WALLER INVESTMENT ADVISORY SERVICES serves 157 high-net-worth clients according to their SEC filing dated August 24, 2018. View client details ↓
According to their SEC Form ADV, BIEGEL WALLER INVESTMENT ADVISORY SERVICES offers portfolio management for individuals. View all service details ↓
BIEGEL WALLER INVESTMENT ADVISORY SERVICES manages $544 million in client assets according to their SEC filing dated August 24, 2018.
According to their SEC Form ADV, BIEGEL WALLER INVESTMENT ADVISORY SERVICES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 157
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.48%
Average Client Assets: $3.1 million
Total Client Accounts: 1,273
Discretionary Accounts: 1,273
Regulatory Filings
CRD Number: 109597
Filing ID: 1236856
Last Filing Date: 2018-08-24 16:20:00