Overview
Assets Under Management: $234 million
Headquarters: BALTIMORE, MD
High-Net-Worth Clients: 39
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.94
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 126
Discretionary Accounts: 126
Regulatory Filings
CRD Number: 107099
Last Filing Date: 2025-02-07 00:00:00
Website: https://mtvernonassoc.com