Geier Asset Management Inc.

Geier Asset Management Inc. (CRD# 109986) is a financial advisory firm headquartered in Marriottsville, MD. They manage $175,700,000 in 1,228 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    176
    MILLION
  • Total Number of Accounts
    1,228
    ACCOUNTS
  • Average Account Value
    $143,078
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AZ, CA, CO, FL, MD, NJ, PA, TX

Financial Advisors at Geier Asset Management Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Joseph N. Geier
CRD#: 2267993
2205 Warwick Way, Suite 200, Marriottsville, MD 21104
93
Wealthminder
score

Joseph Geier (CRD# 2267993) is an Investment Advisor Representative working at Geier Asset Management Inc. in Marriottsville, MD and has over 23 years of experience in the finance industry.

2
Thomas M. Geier
CRD#: 2615085
2205 Warwick Way, Suite 200, Marriottsville, MD 21104
93
Wealthminder
score

Thomas Geier (CRD# 2615085) is an Investment Advisor Representative working at Geier Asset Management Inc. in Marriottsville, MD and has over 21 years of experience in the finance industry.

3
Erich M. Imphong
CRD#: 5083311
2205 Warwick Way, Ste 200, Marriottsville, MD 21104
90
Wealthminder
score

Erich Imphong (CRD# 5083311) is an Investment Advisor Representative working at Geier Asset Management Inc. in Marriottsville, MD and has 1 year of experience in the finance industry. Erich Imphong 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.

4
Gregory A. Palacorolla
CRD#: 5565694
2205 Warwick Way, Ste 200, Marriottsville, MD 21104
90
Wealthminder
score

Gregory Palacorolla (CRD# 5565694) is an Investment Advisor Representative working at Geier Asset Management Inc. in Marriottsville, MD and has 1 year of experience in the finance industry. Gregory Palacorolla 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.

5
Daniel W. Mules
CRD#: 2693325
2205 Warwick Way, Ste 200, Marriottsville, MD 21104
87
Wealthminder
score

Daniel Mules (CRD# 2693325) is an Investment Advisor Representative working at Geier Asset Management Inc. in Marriottsville, MD and has 1 year of experience in the finance industry.

6
Brian J. Woods
CRD#: 4378063
2205 Warwick Way, Suite 200, Marriottsville, MD 21104
87
Wealthminder
score

Brian Woods (CRD# 4378063) is an Investment Advisor Representative working at Geier Asset Management Inc. in Marriottsville, MD and has 1 year of experience in the finance industry.

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