Overview
Assets Under Management: $386 million
Headquarters: BOWIE, MD
High-Net-Worth Clients: 99
Average Client Assets: $2 million
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