Overview
Assets Under Management: $156 million
Headquarters: FREDERICK, MD
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.51
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 355
Discretionary Accounts: 355
Regulatory Filings
CRD Number: 311560
Last Filing Date: 2024-03-20 00:00:00
Website: https://wealthplansllc.com