Connectus Wealth
Connectus Wealth (CRD# 310912) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $8,674,470,008 in 12,022 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management8,674MILLION
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Total Number of Accounts12,022ACCOUNTS
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Average Account Value$721,550
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Nicholas Giacoumakis (CRD# 1887595) is an Investment Advisor Representative working at Connectus Wealth in Wndham, NH and has over 35 years of experience in the finance industry.
Andrew Warning (CRD# 3211861) is an Investment Advisor Representative working at Connectus Wealth in Hunt Valley, MD and has over 25 years of experience in the finance industry.