FINANCIAL ADVANTAGE INC

FAI WEALTH MANAGEMENT
COLUMBIA, Maryland·5 registered advisors·CRD# 104610
SEC# 801-316240410-715-9200
01

Firm Overview

AUM
$283M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at FINANCIAL ADVANTAGE INC

5 registered advisors
Andrew Lee Smith
COLUMBIA, Maryland
Curtis Richard Gross
COLUMBIA, Maryland
John Michael Martin
COLUMBIA, Maryland
Mark O'neal Stinson
COLUMBIA, Maryland
Mary Jeanne Thompson
COLUMBIA, Maryland
05

Office Locations

COLUMBIA, Maryland
5 advisors

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Data sourced from SEC Form ADV filings. FINANCIAL ADVANTAGE INC (CRD# 104610) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.