William Kauffman, financial advisor Lutherville-Timonium MD

William Kauffman

CRD Number: 4841241
Current Firm: Paramount Investments, LLC

William Kauffman (CRD# 4841241) is an Investment Advisor Representative working at Paramount Investments, LLC in Lutherville-Timonium, 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 5
Paramount Investments, LLC Timonium, MD Feb 2013 - Current 11
Nic Annapolis, MD Apr 2011 - Current 12
Notre Dame Of Maryland University Baltimore, MD Feb 2011 - May 2016 5

William Kauffman has no recent exams reported.
Contact Info for William F. Kauffman
Phone Number: 410-236-6699
Registered State(s):
  • MD
Current Firm Details
Paramount Investments, LLC
Firm's CRD Number: 166643
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $356,878
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

MD

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