Baltimore-Washington Financial Advisors
Columbia, Maryland
5.0
30 Reviews
Baltimore-Washington Financial Advisors, based out of Columbia, MD, is a highly reputable local investment advisory firm with a track record of success. With over 3,180 individual clients and an impressive $1,442,581,000 in assets under management, they have established themselves as a trusted partner in the financial industry. With one office serving their diverse clientele, Baltimore-Washington Financial Advisors specializes in managing employer 401Ks and individual assets, making up approximately half of their assets under management. Their extensive experience in this space sets them apart, enabling them to provide tailored ...
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Assets Under Mgmt

$1.44B

Investment Professionals

11

Locations

0

% 401K & Individual

39%

% Discretionary

95%
Compensation Structure
A percentage of assets under your management
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops
Other: TAX PREPARATION AND TAX PLANNING, BUSINESS SUCCESSION PLANNING, EMPLOYER-SPONSORED RETIREMENT PLAN SERVICES
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