Overview
Assets Under Management: $1.7 billion
Headquarters: LEONARDTOWN, MD
High-Net-Worth Clients: 5
Average Client Assets: $176 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.04
Average High-Net-Worth Client Assets: $176 million
Total Client Accounts: 4,142
Discretionary Accounts: 4,126
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 150351
Filing ID: 1953494
Last Filing Date: 2025-03-10 12:08:00
Website: https://manage401k.com