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OLIVER WEALTH MANAGEMENT

Tel: (410) 343-7125
901 Dulaney Valley Road
Suite 701
Towson, Maryland  21204

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OLIVER WEALTH MANAGEMENT

OLIVER WEALTH MANAGEMENT is a Towson, Maryland based financial advisory firm with nearly $290,000,000 in assets under management and provides investment advisory services for 1500 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#:

314867

SEC#:

801-121543

No. of Clients:

1500

Assets under Management

$290,000,000

No. of Advisors:

5

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