WIDMANN FINANCIAL SERVICES

4321 Northview Drive
Bowie, Maryland 20716
Tel: 301-262-2919

About WIDMANN FINANCIAL SERVICES

WIDMANN FINANCIAL SERVICES, formally registered with the SEC as WIDMANN FINANCIAL SERVICES. The firm was established in 10/29/2017. They have over 1 offices throughout the country.

WIDMANN FINANCIAL SERVICES is a Bowie, Maryland based Financial Planning firm with nearly $341,468,722 assets under management, offering retirement planning & investment advisory services to 932 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289106
SEC#	801-111962
Assets Managed by Firm	$341,468,722
No. of Clients	932
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	932	$341,468,722
Individuals (other than high net worth individuals)	399	$153,933,055
High net worth individuals	86	$173,878,000
Charitable organizations	5	$7,327,637
Corporations or other businesses	Fewer than 5 clients	$6,330,030

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