Overview
Assets Under Management: $2.1 billion
Headquarters: BALTIMORE, MD
High-Net-Worth Clients: 14
Average Client Assets: $4.0 million
Frequently Asked Questions
INVESTMENT COUNSELORS OF MARYLAND 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 #116379), INVESTMENT COUNSELORS OF MARYLAND is subject to fiduciary duty under federal law.
INVESTMENT COUNSELORS OF MARYLAND is headquartered in BALTIMORE, MD.
INVESTMENT COUNSELORS OF MARYLAND serves 14 high-net-worth clients according to their SEC filing dated July 20, 2018. View client details ↓
According to their SEC Form ADV, INVESTMENT COUNSELORS OF MARYLAND offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
INVESTMENT COUNSELORS OF MARYLAND manages $2.1 billion in client assets according to their SEC filing dated July 20, 2018.
According to their SEC Form ADV, INVESTMENT COUNSELORS OF MARYLAND serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.67%
Average Client Assets: $4.0 million
Total Client Accounts: 67
Discretionary Accounts: 67
Regulatory Filings
CRD Number: 116379
Filing ID: 1230653
Last Filing Date: 2018-07-20 16:21:00