Mid Atlantic Financial Management, Inc.

Mid Atlantic Financial Management, Inc. (CRD# 109771) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $2,998,614,583 in 8,483 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,999
    MILLION
  • Total Number of Accounts
    8,483
    ACCOUNTS
  • Average Account Value
    $353,485
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Mid Atlantic Financial Management, Inc.
Showing 1 - 10 of 94 top financial advisors.
1
Saundra F. Albrite-Bouchard
CRD#: 2333038
Nokesville, VA

Saundra Albrite-Bouchard (CRD# 2333038) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Nokesville, VA and has over 19 years of experience in the finance industry.

2
Gregory M. Bakke
CRD#: 5770043
Littleton, CO

Gregory Bakke (CRD# 5770043) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Littleton, CO and has over 10 years of experience in the finance industry.

3
Kent R. Beal
CRD#: 2469212
1251 Waterfront Place, Suite 510, Pittsburgh, PA 15222

Kent Beal (CRD# 2469212) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Pittsburgh, PA and has over 26 years of experience in the finance industry.

4
James F. Berquist
CRD#: 830014
455 Valley Brook Road, Suite 100, Mcmurray, PA 15317

James Berquist (CRD# 830014) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Mcmurray, PA and has over 40 years of experience in the finance industry.

5
Michael T. Bigley
CRD#: 1427469
455 Valley Brook Road, Suite 100, Mcmurray, PA 15317

Michael Bigley (CRD# 1427469) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Mcmurray, PA and has over 35 years of experience in the finance industry.

6
Thomas J. Birch
CRD#: 805540
1683 Novato Blvd., Suite 2, Novato, CA 94949

Thomas Birch (CRD# 805540) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Novato, CA and has over 22 years of experience in the finance industry. Thomas Birch 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.

7
Logan R. Blewett
CRD#: 6868128
605b Park Grove, Katy, TX 77450

Logan Blewett (CRD# 6868128) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Katy, TX and has over 2 years of experience in the finance industry.

8
Jim H. Bootsma
CRD#: 2087134
3633 Inland Empire Blvd, Suite 645, Ontario, CA 91764

Jim Bootsma (CRD# 2087134) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Ontario, CA and has over 29 years of experience in the finance industry.

9
John E. Bouchard
CRD#: 2159983
Nokesville, VA

John Bouchard (CRD# 2159983) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Nokesville, VA and has over 29 years of experience in the finance industry.

10
Jared D. Burke
CRD#: 4537891
5674 Marquesas Circle, Sarasota, FL 34233

Jared Burke (CRD# 4537891) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Sarasota, FL and has over 18 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.