Investment adviser · CRD 104625
BALTIMORE WASHINGTON FINANCIAL ADVISORS INC
Investment adviser filing (IA)
COLUMBIA, MD, United States · Form ADV filed Feb 27, 2012
- Regulatory AUM
- $277M Form ADV · Item 5.F
- Client accounts
- 376 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 27, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
5950 SYMPHONY WOODS ROAD, SUITE 600COLUMBIA, MD, 21044, United States
CRD 104625
Filing source
Form ADV 601110 · Feb 27, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.