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