Widmann Financial Services
Bowie, Maryland
5.0
1 Review
Widmann Financial Services, a local investment advisory firm based out of Bowie, MD, prides itself on providing comprehensive financial solutions to individuals and businesses. With a team of eight dedicated professionals, they offer a range of investment advisory services tailored to meet their clients' unique goals and needs. The firm's investment advisors possess a wealth of expertise, collectively managing an impressive $99,600,000 in assets on average per advisor. This figure aligns with industry standards, reflecting their solid track record and commitment to delivering value to their clients. Widmann Financial Services ...
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Assets Under Mgmt

$302.92M

Investment Professionals

8

Locations

0

% 401K & Individual

47%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops
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