Falists
← Back to search

FINANCIAL CONSULATE

THE FINANCIAL CONSULATE, INC

CRD 106898 · SEC 801-18829

Visit website

11019 MCCORMICK ROAD, SUITE 200, HUNT VALLEY, MD, 21031, United States

Phone

410-823-7283

Fax

410-771-3006

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.10B

Discretionary AUM

$1.10B

Team

25 total employees; 13 advisory reps; 10 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsTAX, ACCOUNTING & ESTATE ADVISORY

Client types

TypeClientsAUM
Individuals516$242.6M
High net worth individuals328$845.2M
Pension/profit sharing plans5$7.5M

States served

CA, DE, DC, MD, NY, NC, PA, SC, VA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD