PARTNERSHIP WEALTH MANAGEMENT - Financial Advisor in Maryland, Towson

Tel: (410) 732-2633 606 E Joppa Road Towson, Maryland 21286

About PARTNERSHIP WEALTH MANAGEMENT

PARTNERSHIP WEALTH MANAGEMENT is a Towson, Maryland based financial advisory firm with nearly $189,400,000 in assets under management and provides investment advisory services for 484 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

285718

Firm SEC#:

801-121083

Assets Under Management:

$189,400,000

No. of Clients:

484

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters

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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$959,418,000

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