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NAZELROD & ASSOCIATES FINANCIAL SERVICES, INC.
CRD 121302 · SEC 801-71460
600 FAIRMOUNT AVENUE, SUITE 300, TOWSON, MD, 21286, United States
Phone
410-583-7662
Fax
410-583-7718
Registration
— (—)
Source
State registered
Total AUM
$93.2M
Discretionary AUM
$93.2M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX, ESTATE PLNG, RISK MGMT, FINANCIAL MGMT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $7.0M |
| High net worth individuals | 39 | $86.2M |
All web addresses on file
Official SEC filing: View on IAPD