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Thomas Vincent Bonvissuto

THE FINANCIAL CONSULATE, INC·HUNT VALLEY, Maryland
Unclaimed Profile
201 INTERNATIONAL CIRCLE, HUNT VALLEY, MD 21030CRD# 2656688Firm CRD# 106898
01

About

Thomas Vincent Bonvissuto is a registered financial advisor based in HUNT VALLEY, Maryland, affiliated with THE FINANCIAL CONSULATE, 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
Nonprofits & Foundations
03

Firm Overview

Firm
THE FINANCIAL CONSULATE, INC
FINANCIAL CONSULATE
AUM
$782M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at THE FINANCIAL CONSULATE, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2656688
Firm CRD# 106898
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Vincent Bonvissuto offer?
Thomas Vincent Bonvissuto specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HUNT VALLEY, Maryland for a consultation.
What are Thomas Vincent Bonvissuto's credentials?
Thomas Vincent Bonvissuto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Vincent Bonvissuto located?
Thomas Vincent Bonvissuto is based in HUNT VALLEY, Maryland, working with THE FINANCIAL CONSULATE, INC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.
How does Thomas Vincent Bonvissuto charge for services?
Thomas Vincent Bonvissuto'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 THE FINANCIAL CONSULATE, INC?
THE FINANCIAL CONSULATE, INC has approximately 23 employees and manages $782M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HUNT VALLEY
Donald Bruce Hebb — ABS CAPITAL PARTNERS, INC.Calbraith Rodgers Wheaton — ABS CAPITAL PARTNERS, INC.Ivan Richard Junk — THE JUNK INVESTMENT GROUP, LLCCassandra Gene Junk — THE JUNK INVESTMENT GROUP, LLCGregory Robert Britton — CONNECTUS WEALTH, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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