Investment Counselors Of Maryland

Investment Counselors Of Maryland (CRD# 116379) is a financial advisory firm headquartered in Baltimore, MD. They manage $1,800,539,875 in 52 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,801
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $34,625,767
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

IL, MD

Financial Advisors at Investment Counselors Of Maryland
Showing 1 - 4 of 4 top financial advisors.
1
Andrew L. Gilchrist
CRD#: 828753
300 East Lombard Street, Suite 810, Baltimore, MD 21202
93
Wealthminder
score

Andrew Gilchrist (CRD# 828753) is an Investment Advisor Representative working at Investment Counselors Of Maryland in Baltimore, MD and has over 13 years of experience in the finance industry.

2
Donald J. Hoelting
CRD#: 1173672
300 East Lombard Street, Suite 810, Baltimore, MD 21202
93
Wealthminder
score

Donald Hoelting (CRD# 1173672) is an Investment Advisor Representative working at Investment Counselors Of Maryland in Baltimore, MD and has over 33 years of experience in the finance industry.

3
Gary J. Merwitz
CRD#: 3071519
300 East Lombard Street, Suite 810, Baltimore, MD 21202
93
Wealthminder
score

Gary Merwitz (CRD# 3071519) is an Investment Advisor Representative working at Investment Counselors Of Maryland in Baltimore, MD and has over 17 years of experience in the finance industry.

4
William V. Heaphy
CRD#: 2995028
300 East Lombard Street, Suite 810, Baltimore, MD 21202
90
Wealthminder
score

William Heaphy (CRD# 2995028) is an Investment Advisor Representative working at Investment Counselors Of Maryland in Baltimore, MD and has 1 year of experience in the finance industry.

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