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

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