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Joshua Steven Overholt

INVESTMENT COUNSELORS OF MARYLAND LLC·BALTIMORE, Maryland
Clean recordINVESTMENT COUNSELORS OF MARYLAND LLC
300 EAST LOMBARD STREET, BALTIMORE, MD 21202CRD# 2804189Firm CRD# 116379

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Steven Overholt · BALTIMORE, MD
Registration
CRD #2804189 · INVESTMENT COUNSELORS OF MARYLAND LLC
Brand Profile
Not yet started
01

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

02

Firm Overview

Firm
INVESTMENT COUNSELORS OF MARYLAND LLC
CRD 116379 · SEC 801-60824
AUM
$3.2B
Regulatory assets under management
Employees
13
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 Joshua Steven Overholt offer?
Joshua Steven Overholt specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BALTIMORE, Maryland for a consultation.
What are Joshua Steven Overholt's credentials?
Joshua Steven Overholt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Steven Overholt located?
Joshua Steven Overholt is based in BALTIMORE, Maryland, working with INVESTMENT COUNSELORS OF MARYLAND LLC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.
How does Joshua Steven Overholt charge for services?
Joshua Steven Overholt'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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Other Advisors at INVESTMENT COUNSELORS OF MARYLAND LLC

Andrew Ladd Gilchrist
BALTIMORE, MD
Deborah Anne Parks
BALTIMORE, MD
Gary Jason Merwitz
BALTIMORE, MD
William Vincent Heaphy
BALTIMORE, MD
Donald Joseph Hoelting
BALTIMORE, MD
Matthew Elliot Fleming
BALTIMORE, MD

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