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&WEALTH PARTNERS
Tel: 410-844-3300
1629 Thames Street Suite 300
Baltimore, Maryland 21231
&WEALTH PARTNERS
&WEALTH PARTNERS is a Baltimore, Maryland based financial advisory firm with nearly $470,940,507 in assets under management and provides investment advisory services for 279 clients. There are currently 4 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#:
149136
SEC#:
801-69853
No. of Clients:
279
Assets under Management
$470,940,507
No. of Advisors:
4
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