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Grant Alexander Palmer

WAYPOINT WEALTH MANAGEMENT, LLC·TIMONIUM, Maryland
Unclaimed Profile
9515 DEERECO ROAD, TIMONIUM, MD 21093CRD# 2807445Firm CRD# 155574
01

About

Grant Alexander Palmer is a registered financial advisor based in TIMONIUM, Maryland, affiliated with WAYPOINT WEALTH MANAGEMENT, LLC. 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
03

Firm Overview

Firm
WAYPOINT WEALTH MANAGEMENT, LLC
WAYPOINT WEALTH MANAGEMENT
AUM
$194M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WAYPOINT WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2807445
Firm CRD# 155574
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Grant Alexander Palmer offer?
Grant Alexander Palmer specializes in Financial Planning, Investment Management. Contact their office in TIMONIUM, Maryland for a consultation.
What are Grant Alexander Palmer's credentials?
Grant Alexander Palmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Grant Alexander Palmer located?
Grant Alexander Palmer is based in TIMONIUM, Maryland, working with WAYPOINT WEALTH MANAGEMENT, LLC. Their office serves clients in the TIMONIUM metropolitan area and surrounding communities.
How does Grant Alexander Palmer charge for services?
Grant Alexander Palmer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WAYPOINT WEALTH MANAGEMENT, LLC?
WAYPOINT WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $194M 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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