BAY HARBOR WEALTH MANAGEMENT, LLC - Financial Advisor in Maryland, Hunt Valley

Tel: 410-403-2060 201 International Circle Suite 520 Hunt Valley, Maryland 21030

About BAY HARBOR WEALTH MANAGEMENT, LLC

BAY HARBOR WEALTH MANAGEMENT, LLC is a Hunt Valley, Maryland based financial advisory firm with nearly $291,564,962 in assets under management and provides investment advisory services for 1253 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

294000

Firm SEC#:

801-114123

Assets Under Management:

$291,564,962

No. of Clients:

1253

No. of Advisors:

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

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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