HF ADVISORY GROUP, LLC
Annapolis, MD
AUM
$321.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(410)-571-1415
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MD, ANNAPOLIS
5 advisers found
1 NORTH WEALTH SERVICES, LLC
Annapolis, MD
AUM
$320.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-975-0099
ACCORDANT ADVISORY GROUP, INC.
Annapolis, MD
AUM
$278.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
410-348-1499
SERA CAPITAL MANAGEMENT, LLC
Annapolis, MD
AUM
$114.3M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
301-464-8333
CLARK COMPANY
Annapolis, MD
AUM
$138.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-544-1641
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