7 Chester Plaza
Chester, Maryland 21619
Tel: 410-604-2741
MARYLAND CAPITAL ADVISORS, INC, formally registered with the SEC as MARYLAND CAPITAL ADVISORS, INC. The firm was established in 12/06/2007. They have over 3 offices throughout the country.
MARYLAND CAPITAL ADVISORS, INC. is a Chester, Maryland based Financial Planning firm with nearly $342,095,626 assets under management, offering retirement planning & investment advisory services to 573 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 134875 |
SEC# | 801-68593 |
Assets Managed by Firm | $342,095,626 |
No. of Clients | 573 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 573 | $342,095,626 |
Individuals (other than high net worth individuals) | 67 | $22,541,627 |
High net worth individuals | 79 | $317,727,382 |
Pension and profit sharing plans | Fewer than 5 clients | $1,826,617 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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