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Joshua P. Itzoe

GREENSPRING ADVISORS, LLC·TOWSON, Maryland
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ONE WEST PENNSYLVANIA AVENUE, TOWSON, MD 21204CRD# 4764403Firm CRD# 132669
01

About

Joshua P. Itzoe is a registered financial advisor based in TOWSON, Maryland, affiliated with GREENSPRING ADVISORS, 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
GREENSPRING ADVISORS, LLC
GREENSPRING ADVISORS, LLC
AUM
$6.9B
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at GREENSPRING ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4764403
Firm CRD# 132669
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joshua P. Itzoe offer?
Joshua P. Itzoe specializes in Financial Planning, Investment Management. Contact their office in TOWSON, Maryland for a consultation.
What are Joshua P. Itzoe's credentials?
Joshua P. Itzoe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua P. Itzoe located?
Joshua P. Itzoe is based in TOWSON, Maryland, working with GREENSPRING ADVISORS, LLC. Their office serves clients in the TOWSON metropolitan area and surrounding communities.
How does Joshua P. Itzoe charge for services?
Joshua P. Itzoe'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 GREENSPRING ADVISORS, LLC?
GREENSPRING ADVISORS, LLC has approximately 40 employees and manages $6.9B 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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