Financial Consulate Review


Trust Score 96%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

Share Firm Profile

Financial Consulate, federally registered in 1983, is a Registered Investment Advisor (RIA) in 12 state(s) with a licensed staff of 10 advisors. Financial Consulate manages $415.5 million and provides investment advisory services for 951 clients (1:96 advisor/client ratio). This firm does not have a disciplinary history.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $436,874
Hybrid Advisor No
Disciplinary History No
Total AUM $415.5 million
Advisor / Client Ratio 1:96
Headquarters Hunt Valley, MD
SEC Filings Forms and Brochures    (CRD # 106898)
State(s) Registered CA, DE, FL, GA, MD, NJ, NY, NC, PA, SC, TX, VA


Questions & Answers



Get answers about Financial Consulate


Ask a question question_answer