Be advised. This firm is no longer registered.

Biegel Waller Investment Advisory Services

Biegel Waller Investment Advisory Services (CRD# 109597) is a financial advisory firm headquartered in Columbia, MD. They manage $511,629,754 in 1,256 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
10211 Wincopin Circle, Suite 300, Columbia, MD 21044
http://www.biegelwaller.com
By the Numbers
  • Total Assets Under Management
    512
    MILLION
  • Total Number of Accounts
    1,256
    ACCOUNTS
  • Average Account Value
    $407,349
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, DE, FL, MD, NC, NH, NJ, NY, PA, TX, VA

Financial Advisors at Biegel Waller Investment Advisory Services
No Advisor Found.

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.

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