DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > maryland > annapolis
VALUEWEALTH SERVICES, LLC
Tel: 410-286-9230
2444 Solomons Island Rd Suite 212 Annapolis, Maryland 21401
VALUEWEALTH SERVICES, LLC
VALUEWEALTH SERVICES, LLC is a Annapolis, Maryland based financial advisory firm with nearly $196,905,039 in assets under management and provides investment advisory services for 292 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
304049
SEC#:
801-116846
No. of Clients:
292
Assets under Management
$196,905,039
No. of Advisors:
4
More Financial Advisory Firms in Annapolis, Maryland
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| T. ROWE PRICE ASSOCIATES, INC. | 105496 | 3814 |
| T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | 314590 | 114 |
| BROWN ADVISORY | 110181 | 657 |
| PROSHARE ADVISORS LLC | 134155 | 101 |
| PNC CAPITAL ADVISORS LLC | 151829 | 254 |
| CHEVY CHASE TRUST COMPANY | 110742 | 108 |
More Firms in Annapolis, Maryland >>