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Mount Vernon Associates Review

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "support@investor.com". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Mount Vernon Associates, registered in 1986, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 2 advisors. Mount Vernon Associates manages $178.2 million and provides investment advisory services for 70 clients (1:35 advisor/client ratio).

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Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 33
Minimum Investment No data
Average Client Balance $2,545,192
Total AUM $178.2 million
Advisor / Client Ratio 1:35
Headquarters 575 S Charles Street, Ste 401 Baltimore, MD 21201
SEC Filings View SEC IAPD CRD #107099
State(s) Registered MD, PA


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*SEC data last verified 06/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


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