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WAYPOINT WEALTH MANAGEMENT
Tel: 410-561-3994
9515 Deereco Road Suite 604
Timonium, Maryland 21093
WAYPOINT WEALTH MANAGEMENT
WAYPOINT WEALTH MANAGEMENT is a Timonium, Maryland based financial advisory firm with nearly $209,069,908 in assets under management and provides investment advisory services for 547 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
155574
SEC#:
801-110641
No. of Clients:
547
Assets under Management
$209,069,908
No. of Advisors:
3
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