Unclaimed Profile

William Vincent Heaphy

INVESTMENT COUNSELORS OF MARYLAND LLC·BALTIMORE, Maryland

Clean record28 years registeredINVESTMENT COUNSELORS OF MARYLAND LLC

300 EAST LOMBARD STREET, BALTIMORE, MD 21202CRD# 2995028Firm CRD# 116379

Profile Verification

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

Identity

William Vincent Heaphy · BALTIMORE, MD

Registration

CRD #2995028 · INVESTMENT COUNSELORS OF MARYLAND LLC · 28 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 1998 – Jul 2021

BALTIMORE, MD

Registrations & Exams

Registration record

First registered · January 1, 1998

Years registered · 28

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 William Vincent Heaphy offer?

William Vincent Heaphy specializes in Investment Management, Retirement Planning, Wealth Management.

What are William Vincent Heaphy's credentials?

William Vincent Heaphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Vincent Heaphy located?

William Vincent Heaphy is based in BALTIMORE, Maryland, last registered with INVESTMENT COUNSELORS OF MARYLAND LLC.

How does William Vincent Heaphy charge for services?

William Vincent Heaphy'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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