BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.

BALTIMORE-WASHINGTON FINANCIAL ADVISORS
COLUMBIA, Maryland·3 registered advisors·CRD# 159388
SEC# 801-768930410-461-3900
01

Firm Overview

AUM
$1.9B
Regulatory assets under management
Employees
28
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
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
Joseph U Manfredi
COLUMBIA, Maryland
Meghan Emery Manas
COLUMBIA, Maryland
Robert G Carpenter
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# 159388) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.