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BAY HARBOR WEALTH MANAGEMENT, LLC
Tel: 410-403-2060
201 International Circle Suite 520
Hunt Valley, Maryland 21030
BAY HARBOR WEALTH MANAGEMENT, LLC
BAY HARBOR WEALTH MANAGEMENT, LLC is a Hunt Valley, Maryland based financial advisory firm with nearly $291,564,962 in assets under management and provides investment advisory services for 1253 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
294000
SEC#:
801-114123
No. of Clients:
1253
Assets under Management
$291,564,962
No. of Advisors:
5
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