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James Howard Stewart

CARMICHAEL HILL & ASSOCIATES INC·GAITHERSBURG, Maryland
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18 EAST DIAMOND AVE, GAITHERSBURG, MD 20877CRD# 3053760Firm CRD# 105213
01

About

James Howard Stewart is a registered financial advisor based in GAITHERSBURG, Maryland, affiliated with CARMICHAEL HILL & ASSOCIATES INC. 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
Nonprofits & Foundations
03

Firm Overview

Firm
CARMICHAEL HILL & ASSOCIATES INC
CARMICHAEL HILL & ASSOCIATES INC
AUM
$343M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CARMICHAEL HILL & ASSOCIATES INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3053760
Firm CRD# 105213
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Howard Stewart offer?
James Howard Stewart specializes in Financial Planning, Investment Management. Contact their office in GAITHERSBURG, Maryland for a consultation.
What are James Howard Stewart's credentials?
James Howard Stewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Howard Stewart located?
James Howard Stewart is based in GAITHERSBURG, Maryland, working with CARMICHAEL HILL & ASSOCIATES INC. Their office serves clients in the GAITHERSBURG metropolitan area and surrounding communities.
How does James Howard Stewart charge for services?
James Howard Stewart'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 CARMICHAEL HILL & ASSOCIATES INC?
CARMICHAEL HILL & ASSOCIATES INC has approximately 5 employees and manages $343M 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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