Adviser Profile

As of Date 04/16/2026
Registration SEC, Approved, 03/22/1982
ADV Location GLEN ECHO, MD, United States
Contact Info [30 xxxxxxx
Websites
AUM* 326,576,439 52%
of that, discretionary 0
Number of Employees 6
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 196,970 -6%
% High Net Worth 16.93% -63%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Charitable organizations
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

327M 280M 233M 187M 140M 93M 47M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary