Geier Asset Management Inc.
Geier Asset Management Inc. (CRD# 109986) is a financial advisory firm headquartered in Marriottsville, MD. They manage $331,978,000 in 1,311 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management332MILLION
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Total Number of Accounts1,311ACCOUNTS
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Average Account Value$253,225
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, KS, MD, NJ, NY, PA, TX, VA
Joseph Geier (CRD# 2267993) is an Investment Advisor Representative working at Geier Asset Management Inc. in Marriottsville, MD and has over 27 years of experience in the finance industry.
Thomas Geier (CRD# 2615085) is an Investment Advisor Representative working at Geier Asset Management Inc. in Marriottsville, MD and has over 25 years of experience in the finance industry. Thomas Geier 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.
Daniel Mules (CRD# 2693325) is an Investment Advisor Representative working at Geier Asset Management Inc. in Marriottsville, MD and has over 5 years of experience in the finance industry.
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.
Brendan Winkler (CRD# 7046555) is an Investment Advisor Representative working at Geier Asset Management Inc. in Marriottsville, MD and has 1 year of experience in the finance industry.
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.