FINANCIAL CONSULATE - Financial Advisor in Maryland, Hunt Valley

Tel: 410-823-7283 11019 Mccormick Road Suite 200 Hunt Valley, Maryland 21031

About FINANCIAL CONSULATE

FINANCIAL CONSULATE is a Hunt Valley, Maryland based financial advisory firm with nearly $782,269,600 in assets under management and provides investment advisory services for 3093 clients. There are currently 23 financial advisors at the firm.

General Information

Firm CRD#:

106898

Firm SEC#:

801-18829

Assets Under Management:

$782,269,600

No. of Clients:

3093

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (TAX, ACCOUNTING & ESTATE ADVISORY)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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