Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > maryland > baltimore > WBH ADVISORY, INC.
WBH ADVISORY, INC.
1829 Reisterstown Road, Suite 225
Baltimore, Maryland 21208
Tel: 410-653-7979
About WBH ADVISORY, INC.
WBH ADVISORY, INC, formally registered with the SEC as WBH ADVISORY, INC. The firm was established in 10/03/1986. They have over 5 offices throughout the country.
WBH ADVISORY, INC. is a Baltimore, Maryland based Financial Planning firm with nearly $1,294,477,358 assets under management, offering retirement planning & investment advisory services to 2220 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105289 |
| SEC# | 801-27973 |
| Assets Managed by Firm | $1,294,477,358 |
| No. of Clients | 2220 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2220 | $1,294,477,358 |
| Individuals (other than high net worth individuals) | 394 | $163,549,842 |
| High net worth individuals | 336 | $1,099,619,653 |
| Pension and profit sharing plans | Fewer than 5 clients | $22,345,151 |
| Charitable organizations | Fewer than 5 clients | $1,961,432 |
| Corporations or other businesses | Fewer than 5 clients | $7,001,280 |
More Retirement Planning firms in Baltimore, Maryland:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Baltimore, Maryland