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BALTIMORE-WASHINGTON FINANCIAL ADVISORS

BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.

CRD 159388 · SEC 801-76893

Visit website

10960 GRANTCHESTER WAY, SUITE 110, COLUMBIA, MD, 21044, United States

Phone

410-461-3900

Fax

443-539-0330

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.99B

Discretionary AUM

$2.86B

Team

36 total employees; 13 advisory reps

Clients

251-500

Fees

Percentage of AUM; FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING

Org form

Corporation

Filing date

2026-03-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminarsTAX PREPARATION AND TAX PLANNING, BUSINESS SUCCESSION PLANNING, EMPLOYER-SPONSORED RETIREMENT PLAN SERVICES

Client types

TypeClientsAUM
Individuals4400$900.3M
High net worth individuals872$2.06B
Charitable organizations18$21.4M
Corporations/business entities11$1.6M

States served

CA, CO, DE, DC, IL, LA, ME, MD, MA, NJ, NY, NC, OH, PA, SC, TN, VA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD