MARYLAND FINANCIAL GROUP, INC.

2600 Tower Oaks Boulevard
Suite 220
Rockville, Maryland 20852
Tel: 301-251-8550

About MARYLAND FINANCIAL GROUP, INC.

MARYLAND FINANCIAL GROUP, INC, formally registered with the SEC as MARYLAND FINANCIAL GROUP, INC. The firm was established in 06/05/2015. They have over 19 offices throughout the country.

MARYLAND FINANCIAL GROUP, INC. is a Rockville, Maryland based Financial Planning firm with nearly $1,112,399,451 assets under management, offering retirement planning & investment advisory services to 3859 clients. The firm is staffed with 40 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122320
SEC#	801-99348
Assets Managed by Firm	$1,112,399,451
No. of Clients	3859
No. of Advisors	40

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	3859	$1,112,399,451
Individuals (other than high net worth individuals)	1439	$211,665,526
High net worth individuals	912	$828,380,837
Pension and profit sharing plans	40	$21,657,949
Charitable organizations	9	$4,736,671
Corporations or other businesses	36	$45,958,468

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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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