Baltimore Avenue Investments, LLC

Baltimore Avenue Investments, LLC (CRD# 159833) is a financial advisory firm headquartered in Towson, MD. They manage $18,014,405 in 245 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
606 Baltimore Avenue, Suite 203, Towson, MD 21204
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $73,528
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Baltimore Avenue Investments, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Donna Janssen, financial advisor Towson MD
Donna J. Janssen
CRD#: 1022055
606 Baltimore Avenue, Suite 203, Towson, MD 21204
96
Wealthminder
score

Donna Janssen (CRD# 1022055) is an Investment Advisor Representative working at Baltimore Avenue Investments, LLC in Towson, MD and has over 21 years of experience in the finance industry. Donna Janssen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James Funck, financial advisor Towson MD
James A. Funck
CRD#: 2739956
606 Baltimore Avenue, Suite 203, Towson, MD 21204
93
Wealthminder
score

James Funck (CRD# 2739956) is an Investment Advisor Representative working at Baltimore Avenue Investments, LLC in Towson, MD and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals