Overview
Assets Under Management: $209 million
Headquarters: TIMONIUM, MD
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.10
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 547
Discretionary Accounts: 547
Regulatory Filings
CRD Number: 155574
Last Filing Date: 2025-02-18 00:00:00
Website: https://waypointwm.com