ANNAPOLIS FINANCIAL SERVICES, LLC

BAY POINT WEALTH
ANNAPOLIS, Maryland·3 registered advisors·CRD# 123095
SEC# 801-951677410-626-8198
01

Firm Overview

AUM
$399M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ANNAPOLIS FINANCIAL SERVICES, LLC

3 registered advisors
Kimberly Anderson
ANNAPOLIS, Maryland
William James Hufnell
ANNAPOLIS, Maryland
William Joseph Hufnell
ANNAPOLIS, Maryland
05

Office Locations

ANNAPOLIS, Maryland
3 advisors

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Data sourced from SEC Form ADV filings. ANNAPOLIS FINANCIAL SERVICES, LLC (CRD# 123095) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.