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THE FINANCIAL CONSULATE, INC
THE FINANCIAL CONSULATE, INC
FINANCIAL CONSULATE
HUNT VALLEY, Maryland
·
6 registered advisors
·
CRD# 106898
SEC# 801-18829
13
410-823-7283
01
Firm Overview
AUM
$782M
Regulatory assets under management
Employees
23
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at THE FINANCIAL CONSULATE, INC
6 registered advisors
Andrew Vincent Tignanelli
HUNT VALLEY, Maryland
CRD# 868434
Charles B Bender
HUNT VALLEY, Maryland
CRD# 5835396
Christopher John O'shea
HUNT VALLEY, Maryland
CRD# 1957429
Michael Patrick Mccarthy
HUNT VALLEY, Maryland
CRD# 5835406
Thomas Vincent Bonvissuto
HUNT VALLEY, Maryland
CRD# 2656688
Timothy James Maurer
HUNT VALLEY, Maryland
CRD# 3061298
05
Office Locations
HUNT VALLEY, Maryland
6 advisors
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Data sourced from SEC Form ADV filings. THE FINANCIAL CONSULATE, INC (CRD# 106898) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.