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MARYLAND CAPITAL ADVISORS, INC.
7 Chester Plaza
Chester, Maryland 21619
Tel: 410-604-2741
About MARYLAND CAPITAL ADVISORS, INC.
MARYLAND CAPITAL ADVISORS, INC, formally registered with the SEC as MARYLAND CAPITAL ADVISORS, INC. The firm was established in 12/06/2007. They have over 3 offices throughout the country.
MARYLAND CAPITAL ADVISORS, INC. is a Chester, Maryland based Financial Planning firm with nearly $342,095,626 assets under management, offering retirement planning & investment advisory services to 573 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 134875 |
| SEC# | 801-68593 |
| Assets Managed by Firm | $342,095,626 |
| No. of Clients | 573 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 573 | $342,095,626 |
| Individuals (other than high net worth individuals) | 67 | $22,541,627 |
| High net worth individuals | 79 | $317,727,382 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,826,617 |
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