TUFTON CAPITAL MANAGEMENT, LLC

303 International Circle
Suite 430
Hunt Valley, Maryland 21030
Tel: 410-400-8500

About TUFTON CAPITAL MANAGEMENT, LLC

TUFTON CAPITAL MANAGEMENT, LLC, formally registered with the SEC as TUFTON CAPITAL MANAGEMENT, LLC. The firm was established in 10/10/1995. They have over 1 offices throughout the country.

TUFTON CAPITAL MANAGEMENT, LLC is a Hunt Valley, Maryland based Financial Planning firm with nearly $727,529,170 assets under management, offering retirement planning & investment advisory services to 755 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113543
SEC#	801-50228
Assets Managed by Firm	$727,529,170
No. of Clients	755
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	755	$727,529,170
Individuals (other than high net worth individuals)	140	$47,275,533
High net worth individuals	212	$630,238,462
Pension and profit sharing plans	Fewer than 5 clients	$847,796
Charitable organizations	6	$23,635,555
Corporations or other businesses	Fewer than 5 clients	$25,531,824

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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