Mount Vernon Associates Inc.
Mount Vernon Associates Inc. (CRD# 107099) is a financial advisory firm headquartered in Baltimore, MD. They manage $195,185,750 in 123 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Mount Vernon Associates Inc.
By the Numbers
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Total Assets Under Management195MILLION
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Total Number of Accounts123ACCOUNTS
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Average Account Value$1,586,876
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MD, NH, PA
Financial Advisors at Mount Vernon Associates Inc.
1
Mark Sullivan (CRD# 1302578) is an Investment Advisor Representative working at Mount Vernon Associates Inc. in Baltimore, MD and has over 39 years of experience in the finance industry.
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