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OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC
Tel: 301-990-4395
2099 Gaither Road Suite 110
Rockville, Maryland 20850
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC is a Rockville, Maryland based financial advisory firm with nearly $312,821,881 in assets under management and provides investment advisory services for 864 clients. There are currently 8 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, Fixed fees
Firm CRD#:
168342
SEC#:
801-78523
No. of Clients:
864
Assets under Management
$312,821,881
No. of Advisors:
8
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