BALTIMORE-WASHINGTON FINANCIAL ADVISORS

5950 Symphony Woods Rd.
Suite 600
Columbia, Maryland 21044
Tel: 410-461-3900

About BALTIMORE-WASHINGTON FINANCIAL ADVISORS

BALTIMORE-WASHINGTON FINANCIAL ADVISORS, formally registered with the SEC as BALTIMORE-WASHINGTON FINANCIAL ADVISORS. The firm was established in 06/29/2012. They have over 1 offices throughout the country.

BALTIMORE-WASHINGTON FINANCIAL ADVISORS is a Columbia, Maryland based Financial Planning firm with nearly $1,941,650,304 assets under management, offering retirement planning & investment advisory services to 3822 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159388
SEC#	801-76893
Assets Managed by Firm	$1,941,650,304
No. of Clients	3822
No. of Advisors	28

Fee Structure

A percentage of AUM
Other (FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops
Other (TAX PREPARATION AND TAX PLANNING, BUSINESS SUCCESSION PLANNING, EMPLOYER-SPONSORED RETIREMENT PLAN SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	3822	$1,941,650,304
Individuals (other than high net worth individuals)	3240	$670,764,023
High net worth individuals	562	$1,248,463,512
Charitable organizations	4	$8,848,947
Corporations or other businesses	16	$13,573,822

More Retirement Planning firms in Columbia, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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