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Financial Advisor
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Columbia
BALTIMORE-WASHINGTON FINANCIAL ADVISORS

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

Tel: 410-461-3900 5950 Symphony Woods Rd. Suite 600 Columbia, Maryland 21044

About BALTIMORE-WASHINGTON FINANCIAL ADVISORS

BALTIMORE-WASHINGTON FINANCIAL ADVISORS is a Columbia, Maryland based financial advisory firm with nearly $1,941,650,304 in assets under management and provides investment advisory services for 3822 clients. There are currently 28 financial advisors at the firm.

General Information
Firm CRD#:

159388

Firm SEC#:

801-76893

Assets Under Management:

$1,941,650,304

No. of Clients:

3822

No. of Advisors:

28

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops
Other (TAX PREPARATION AND TAX PLANNING, BUSINESS SUCCESSION PLANNING, EMPLOYER-SPONSORED RETIREMENT PLAN SERVICES)

Fee Structure:

A percentage of AUM, Other (FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING)

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