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CROMWELL INVESTMENT ADVISORY, LLC

CRD 152360

Visit website

7305 BALTIMORE AVENUE, SUITE 307, COLLEGE PARK, MD, 20740-3232, United States

Phone

240-667-7234

Fax

240-667-7667

Registration

— (—)

Source

State registered

Total AUM

$3.5M

Discretionary AUM

$3.5M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2022-04-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals46$3.5M

All web addresses on file

Official SEC filing: View on IAPD