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
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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