Unclaimed Profile

Donald Joseph Hoelting

INVESTMENT COUNSELORS OF MARYLAND LLC·BALTIMORE, Maryland

Series 7, Series 63Clean record26 years registeredINVESTMENT COUNSELORS OF MARYLAND LLC

300 EAST LOMBARD STREET, BALTIMORE, MD 21202CRD# 1173672Firm CRD# 116379

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Joseph Hoelting · BALTIMORE, MD

Registration

CRD #1173672 · INVESTMENT COUNSELORS OF MARYLAND LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INVESTMENT COUNSELORS OF MARYLAND LLC

INVESTMENT COUNSELORS OF MARYLAND

Jan 2000 – Jul 2020

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · January 27, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVESTMENT COUNSELORS OF MARYLAND LLC

CRD 116379 · SEC 801-60824

AUM

$3.2B

Regulatory assets under management

Employees

149 client accounts

Services offered by INVESTMENT COUNSELORS OF MARYLAND LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at INVESTMENT COUNSELORS OF MARYLAND LLC →

Introduction

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Frequently Asked Questions

What services does Donald Joseph Hoelting offer?

Donald Joseph Hoelting specializes in Investment Management, Retirement Planning, Wealth Management.

What are Donald Joseph Hoelting's credentials?

Donald Joseph Hoelting is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Joseph Hoelting located?

Donald Joseph Hoelting is based in BALTIMORE, Maryland, last registered with INVESTMENT COUNSELORS OF MARYLAND LLC.

How does Donald Joseph Hoelting charge for services?

Donald Joseph Hoelting's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESTMENT COUNSELORS OF MARYLAND LLC?

INVESTMENT COUNSELORS OF MARYLAND LLC has approximately 13 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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