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Karen Lapier Baer

TRITON WEALTH MANAGEMENT, LLC·CHESTER, Maryland
Unclaimed Profile
116 S. PINEY ROAD, CHESTER, MD 21619CRD# 1375762Firm CRD# 132601
01

About

Karen Lapier Baer is a registered financial advisor based in CHESTER, Maryland, affiliated with TRITON WEALTH MANAGEMENT, 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
TRITON WEALTH MANAGEMENT, LLC
TRITON WEALTH MANAGEMENT
AUM
$154M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TRITON WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1375762
Firm CRD# 132601
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karen Lapier Baer offer?
Karen Lapier Baer specializes in Financial Planning, Investment Management. Contact their office in CHESTER, Maryland for a consultation.
What are Karen Lapier Baer's credentials?
Karen Lapier Baer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Lapier Baer located?
Karen Lapier Baer is based in CHESTER, Maryland, working with TRITON WEALTH MANAGEMENT, LLC. Their office serves clients in the CHESTER metropolitan area and surrounding communities.
How does Karen Lapier Baer charge for services?
Karen Lapier Baer's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRITON WEALTH MANAGEMENT, LLC?
TRITON WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $154M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHESTER
Michael John Damas — MARYLAND CAPITAL ADVISORS, INC.Wayne Bruce Zussman — TRITON WEALTH MANAGEMENT, LLC
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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