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Joshua Maly

MDRN CAPITAL, LLC·ANNAPOLIS, Maryland
Unclaimed Profile
1997 ANNAPOLIS EXCHANGE PARKWAY, ANNAPOLIS, MD 21401CRD# 4310382Firm CRD# 325950
01

About

Joshua Maly is a registered financial advisor based in ANNAPOLIS, Maryland, affiliated with MDRN CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MDRN CAPITAL, LLC
MDRN CAPITAL
AUM
$102M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at MDRN CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4310382
Firm CRD# 325950
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joshua Maly offer?
Joshua Maly specializes in Financial Planning, Investment Management. Contact their office in ANNAPOLIS, Maryland for a consultation.
What are Joshua Maly's credentials?
Joshua Maly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Maly located?
Joshua Maly is based in ANNAPOLIS, Maryland, working with MDRN CAPITAL, LLC. Their office serves clients in the ANNAPOLIS metropolitan area and surrounding communities.
How does Joshua Maly charge for services?
Joshua Maly's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MDRN CAPITAL, LLC?
MDRN CAPITAL, LLC has approximately 13 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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