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MY WEALTH MANAGEMENT, INC
Tel: 301-330-7900
12410 Milestone Center Drive Suite 175
Germantown, Maryland 20876
MY WEALTH MANAGEMENT, INC
MY WEALTH MANAGEMENT, INC is a Germantown, Maryland based financial advisory firm with nearly $151,723,770 in assets under management and provides investment advisory services for 296 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
168566
SEC#:
801-78477
No. of Clients:
296
Assets under Management
$151,723,770
No. of Advisors:
2
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