Mount Vernon Associates Inc.

Mount Vernon Associates Inc. (CRD# 107099) is a financial advisory firm headquartered in Baltimore, MD. They manage $124,513,906 in 95 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $1,310,673
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
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.

MD, PA

Financial Advisors at Mount Vernon Associates Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mark C. Sullivan
CRD#: 1302578
6500 Falls Road, Baltimore, MD 21209
93
Wealthminder
score

Mark Sullivan (CRD# 1302578) is an Investment Advisor Representative working at Mount Vernon Associates Inc. in Baltimore, MD and has over 32 years of experience in the finance industry.

2
Silas W. Cain
CRD#: 38133
6500 Falls Road, Baltimore, MD 21209
87
Wealthminder
score

Silas Cain (CRD# 38133) is an Investment Advisor Representative working at Mount Vernon Associates Inc. in Baltimore, MD and has 1 year of experience in the finance industry.

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