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FINANCIAL CONSULATE
Tel: 410-823-7283
11019 Mccormick Road Suite 200
Hunt Valley, Maryland 21031
FINANCIAL CONSULATE
FINANCIAL CONSULATE is a Hunt Valley, Maryland based financial advisory firm with nearly $782,269,600 in assets under management and provides investment advisory services for 3093 clients. There are currently 23 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 , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops , Other (TAX, ACCOUNTING & ESTATE ADVISORY)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
106898
SEC#:
801-18829
No. of Clients:
3093
Assets under Management
$782,269,600
No. of Advisors:
23
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