VERIDIAN CAPITAL PARTNERS
Frederick, MD
AUM
$551.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(301) 228-9300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MD, FREDERICK
5 advisers found
TURNING POINT FINANCIAL
Frederick, MD
AUM
$339.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
301-846-9336
MONOCACY WEALTH MANAGEMENT, LLC
Frederick, MD
AUM
$43.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
301-694-9712
WEALTHPLANS, LLC
Frederick, MD
AUM
$219.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
301-695-2800
Full profileNo website
POTOMAC ASSET MANAGEMENT CO INC
Frederick, MD
AUM
$114.3M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
301.695.9229
Full profileNo website