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Home > Retirement Planners > maryland > rockville > MARYLAND FINANCIAL GROUP, INC.
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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