Overview
Assets Under Management: $386 million
Headquarters: BOWIE, MD
High-Net-Worth Clients: 99
Average Client Assets: $2 million
Frequently Asked Questions
WIDMANN FINANCIAL SERVICES, 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 #289106), WIDMANN FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
WIDMANN FINANCIAL SERVICES, INC. is headquartered in BOWIE, MD.
WIDMANN FINANCIAL SERVICES, INC. serves 99 high-net-worth clients according to their SEC filing dated March 21, 2025. View client details ↓
According to their SEC Form ADV, WIDMANN FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
WIDMANN FINANCIAL SERVICES, INC. manages $386 million in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, WIDMANN FINANCIAL SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.97
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,020
Discretionary Accounts: 1,019
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 289106
Filing ID: 1959046
Last Filing Date: 2025-03-21 22:28:00
Website: https://widmannfinancial.com