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BALTIMORE-WASHINGTON FINANCIAL ADVISORS
Tel: 410-461-3900
5950 Symphony Woods Rd. Suite 600
Columbia, Maryland 21044
BALTIMORE-WASHINGTON FINANCIAL ADVISORS
BALTIMORE-WASHINGTON FINANCIAL ADVISORS is a Columbia, Maryland based financial advisory firm with nearly $1,941,650,304 in assets under management and provides investment advisory services for 3822 clients. There are currently 28 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Education seminars/workshops , Other (TAX PREPARATION AND TAX PLANNING, BUSINESS SUCCESSION PLANNING, EMPLOYER-SPONSORED RETIREMENT PLAN SERVICES)
Fee Structure:
A percentage of AUM, Other (FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNIN
Firm CRD#:
159388
SEC#:
801-76893
No. of Clients:
3822
Assets under Management
$1,941,650,304
No. of Advisors:
28
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