Overview
Assets Under Management: $234 million
Headquarters: BALTIMORE, MD
High-Net-Worth Clients: 39
Average Client Assets: $4 million
Frequently Asked Questions
MOUNT VERNON ASSOCIATES INC 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 #107099), MOUNT VERNON ASSOCIATES INC is subject to fiduciary duty under federal law.
MOUNT VERNON ASSOCIATES INC is headquartered in BALTIMORE, MD.
MOUNT VERNON ASSOCIATES INC serves 39 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, MOUNT VERNON ASSOCIATES INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
MOUNT VERNON ASSOCIATES INC manages $234 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, MOUNT VERNON ASSOCIATES INC serves high-net-worth individuals and institutional clients. View client details ↓
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