Unclaimed Profile

Aaron Henry Wilhelm

LEVITT GROSSMAN CAPITAL MANAGEMENT, LP·OWINGS MILLS, Maryland

Clean recordLEVITT GROSSMAN CAPITAL MANAGEMENT, LP

100 PAINTERS MILL ROAD, OWINGS MILLS, MD 21117CRD# 6608439Firm CRD# 156728

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron Henry Wilhelm · OWINGS MILLS, MD

Registration

CRD #6608439 · LEVITT GROSSMAN CAPITAL MANAGEMENT, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

LEVITT GROSSMAN CAPITAL MANAGEMENT, LP

LG CAPITAL MANAGEMENT, LP

AUM

$202M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEVITT GROSSMAN CAPITAL MANAGEMENT, LP →

Services

Portfolio management (individuals)

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6608439

Firm CRD# 156728

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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