Financial Consulate

Financial Consulate (CRD# 106898) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $782,269,600 in 3,093 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
11019 Mccormick Road, Suite 200, Hunt Valley, MD 21031
https://www.moneyrichesandwealth.com
By the Numbers
  • Total Assets Under Management
    782
    MILLION
  • Total Number of Accounts
    3,093
    ACCOUNTS
  • Average Account Value
    $252,916
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DE, FL, MD, NC, NH, NY, PA, SC, TX, VA

Financial Advisors at Financial Consulate
Showing 11 - 12 of 12 top financial advisors.
11
Justin Linthicum, financial advisor Hunt Valley MD
Justin K. Linthicum
CRD#: 7439253
11019 Mccormick Road, Suite 200, Hunt Valley, MD 21031

Justin Linthicum (CRD# 7439253) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has 1 year of experience in the finance industry.

12
Alec Sunners, financial advisor Hunt Valley MD
Alec C. Sunners
CRD#: 7562175
11019 Mccormick Road, Suite 200, Hunt Valley, MD 21031

Alec Sunners (CRD# 7562175) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has 1 year of experience in the finance industry.

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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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