William Kauffman, financial advisor Hunt Valley MD

William Kauffman

CRD Number: 4841241
Current Firm: Asset Strategy Consultants LLC

William Kauffman (CRD# 4841241) is an Investment Advisor Representative working at Asset Strategy Consultants LLC in Hunt Valley, MD and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Asset Strategy Consultants, LLC Hunt Valley, MD Nov 2018 - Current 2
Paramount Investments, LLC Timonium, MD Feb 2013 - Current 8
Notre Dame Of Maryland University Baltimore, MD Feb 2011 - Current 10

William Kauffman has no recent exams reported.
Contact Info for William F. Kauffman
Phone Number: 410-528-8282
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    12,702
    MILLIONS
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $142,722,403
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

DC, MA, MD, NC, PA, VA

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