FINANCIAL CONSULATE

11019 Mccormick Road
Suite 200
Hunt Valley, Maryland 21031
Tel: 410-823-7283

About FINANCIAL CONSULATE

FINANCIAL CONSULATE, formally registered with the SEC as FINANCIAL CONSULATE. The firm was established in 04/29/1983. They have over 14 offices throughout the country.

FINANCIAL CONSULATE is a Hunt Valley, Maryland based Financial Planning firm with nearly $782,269,600 assets under management, offering retirement planning & investment advisory services to 3093 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106898
SEC#	801-18829
Assets Managed by Firm	$782,269,600
No. of Clients	3093
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (TAX, ACCOUNTING & ESTATE ADVISORY)

Firm Client Information

	No. of Clients	AUM
Firm Total	3093	$782,269,600
Individuals (other than high net worth individuals)	637	$177,080,467
High net worth individuals	264	$587,676,600
Pension and profit sharing plans	10	$16,862,080
Charitable organizations	Fewer than 5 clients	$3,418
Corporations or other businesses	Fewer than 5 clients	$647,035

More Retirement Planning firms in Hunt Valley, 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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