BALTIMORE WASHINGTON FINANCIAL ADVISORS INC

COLUMBIA, Maryland·3 registered advisors·CRD# 104625
SEC# 801-27754410-461-3900
01

Firm Overview

AUM
$277M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Other: FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BALTIMORE WASHINGTON FINANCIAL ADVISORS INC

3 registered advisors
Richard Saxon Birdsong
COLUMBIA, Maryland
Robert Lee George Williams
COLUMBIA, Maryland
Robert Warren Cassel
COLUMBIA, Maryland
05

Office Locations

COLUMBIA, Maryland
3 advisors

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Data sourced from SEC Form ADV filings. BALTIMORE WASHINGTON FINANCIAL ADVISORS INC (CRD# 104625) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.