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WBH ADVISORY, INC.

Tel: 410-653-7979
1829 Reisterstown Road, Suite 225
Baltimore, Maryland  21208

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WBH ADVISORY, INC.

WBH ADVISORY, INC. is a Baltimore, Maryland based financial advisory firm with nearly $1,294,477,358 in assets under management and provides investment advisory services for 2220 clients. There are currently 14 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

Firm CRD#:

105289

SEC#:

801-27973

No. of Clients:

2220

Assets under Management

$1,294,477,358

No. of Advisors:

14

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