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Aaron Henry Wilhelm

LEVITT GROSSMAN CAPITAL MANAGEMENT, LP·OWINGS MILLS, Maryland
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100 PAINTERS MILL ROAD, OWINGS MILLS, MD 21117CRD# 6608439Firm CRD# 156728
01

About

Aaron Henry Wilhelm is a registered financial advisor based in OWINGS MILLS, Maryland, affiliated with LEVITT GROSSMAN CAPITAL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
LEVITT GROSSMAN CAPITAL MANAGEMENT, LP
LG CAPITAL MANAGEMENT, LP
AUM
$202M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at LEVITT GROSSMAN CAPITAL MANAGEMENT, LP →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6608439
Firm CRD# 156728
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Aaron Henry Wilhelm offer?
Aaron Henry Wilhelm specializes in Investment Management, Retirement Planning. Contact their office in OWINGS MILLS, Maryland for a consultation.
What are Aaron Henry Wilhelm's credentials?
Aaron Henry Wilhelm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Henry Wilhelm located?
Aaron Henry Wilhelm is based in OWINGS MILLS, Maryland, working with LEVITT GROSSMAN CAPITAL MANAGEMENT, LP. Their office serves clients in the OWINGS MILLS metropolitan area and surrounding communities.
How does Aaron Henry Wilhelm charge for services?
Aaron Henry Wilhelm'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 LEVITT GROSSMAN CAPITAL MANAGEMENT, LP?
LEVITT GROSSMAN CAPITAL MANAGEMENT, LP has approximately 4 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OWINGS MILLS
Harris Hyman — GROTECH MANAGEMENT COMPANYDonald Nathan Hoffman — THE PROSPERITY CONSULTING GROUP, LLCJeffrey Mark Kleeman — THE PROSPERITY CONSULTING GROUP, LLCMark Raymond Topolski — THE PROSPERITY CONSULTING GROUP, LLCLindsay Redfield — GREENSPRING ASSOCIATES, 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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