ROCK CREEK WEALTH PLANNERS AND ADVISORS LLC

SILVER SPRING, Maryland·1 registered advisor·CRD# 298104
SEC# 801-1150870202-899-1400
01

Firm Overview

AUM
$50M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at ROCK CREEK WEALTH PLANNERS AND ADVISORS LLC

1 registered advisor
Lewis D Baker
SILVER SPRING, Maryland
05

Office Locations

SILVER SPRING, Maryland
1 advisor

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Data sourced from SEC Form ADV filings. ROCK CREEK WEALTH PLANNERS AND ADVISORS LLC (CRD# 298104) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.