Investment adviser · CRD 106858
VANSANT MEWSHAW
Investment adviser filing (IA)
VAN SANT & MEWSHAW, INC
HUNT VALLEY, MD, United States · Form ADV filed Mar 4, 2021
- Regulatory AUM
- $397M Form ADV · Item 5.F
- Client accounts
- 460 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 411 | $280,628,637 | 70.6% |
| High-net-worth individuals | 47 | $111,613,442 | 28.1% |
| Retirement plans | 2 | $5,000,888 | 1.3% |
Filing source
Form ADV 1504457 · Mar 4, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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: Mar 4, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
11350 MCCORMICK ROAD, EXECUTIVE PLAZA I, SUITE 300HUNT VALLEY, MD, 21031, United States
CRD 106858
Filing source
Form ADV 1504457 · Mar 4, 2021 · 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.