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Joseph R Geld

HUBER, WEAKLAND & ASSOCIATES, INC.·ELLICOTT CITY, Maryland
Unclaimed Profile
3448 ELLICOTT CENTER DRIVE, SUITE 101, ELLICOTT CITY, MD 21043CRD# 6492641Firm CRD# 120745
01

About

Joseph R Geld is a registered financial advisor based in ELLICOTT CITY, Maryland, affiliated with HUBER, WEAKLAND & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
HUBER, WEAKLAND & ASSOCIATES, INC.
HWA FINANCIAL GROUP
AUM
$219M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at HUBER, WEAKLAND & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6492641
Firm CRD# 120745
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph R Geld offer?
Joseph R Geld specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ELLICOTT CITY, Maryland for a consultation.
What are Joseph R Geld's credentials?
Joseph R Geld is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph R Geld located?
Joseph R Geld is based in ELLICOTT CITY, Maryland, working with HUBER, WEAKLAND & ASSOCIATES, INC.. Their office serves clients in the ELLICOTT CITY metropolitan area and surrounding communities.
How does Joseph R Geld charge for services?
Joseph R Geld's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HUBER, WEAKLAND & ASSOCIATES, INC.?
HUBER, WEAKLAND & ASSOCIATES, INC. has approximately 4 employees and manages $219M 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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