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MOUNT VERNON ASSOCIATES INC
CRD 107099 · SEC 801-26821
575 S CHARLES STREET, STE 401, BALTIMORE, MD, 21201, United States
Phone
410-377-9780
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$232.5M
Discretionary AUM
$232.5M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $9.8M |
| High net worth individuals | 39 | $147.4M |
| Pension/profit sharing plans | 2 | $53.8M |
| Charitable organizations | 8 | $21.4M |
States served
MD, PA, NH, FL
All web addresses on file
Official SEC filing: View on IAPD