Overview
Assets Under Management: $471 million
Headquarters: FREDERICK, MD
High-Net-Worth Clients: 225
Average Client Assets: $1 million
Frequently Asked Questions
FREDERICK FINANCIAL CONSULTANTS, LLC 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 #314290), FREDERICK FINANCIAL CONSULTANTS, LLC is subject to fiduciary duty under federal law.
FREDERICK FINANCIAL CONSULTANTS, LLC is headquartered in FREDERICK, MD.
FREDERICK FINANCIAL CONSULTANTS, LLC serves 225 high-net-worth clients according to their SEC filing dated March 10, 2025. View client details ↓
According to their SEC Form ADV, FREDERICK FINANCIAL CONSULTANTS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FREDERICK FINANCIAL CONSULTANTS, LLC manages $471 million in client assets according to their SEC filing dated March 10, 2025.
According to their SEC Form ADV, FREDERICK FINANCIAL CONSULTANTS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 225
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.64
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,494
Discretionary Accounts: 2,494
Regulatory Filings
CRD Number: 314290
Filing ID: 1953980
Last Filing Date: 2025-03-10 12:27:00
Website: https://vcpwealth.com