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ANNAPOLIS FINANCIAL SERVICES, LLC
ANNAPOLIS FINANCIAL SERVICES, LLC
BAY POINT WEALTH
ANNAPOLIS, Maryland
·
3 registered advisors
·
CRD# 123095
SEC# 801-95167
7
410-626-8198
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 Planning
Investment Management
04
Advisors at ANNAPOLIS FINANCIAL SERVICES, LLC
3 registered advisors
Kimberly Anderson
ANNAPOLIS, Maryland
CRD# 2860782
William James Hufnell
ANNAPOLIS, Maryland
CRD# 4627519
William Joseph Hufnell
ANNAPOLIS, Maryland
CRD# 6584640
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
.