Ortman Financial Planning
Ortman Financial Planning (CRD# 281944) is a financial advisory firm headquartered in Annapolis, MD. They manage $4,821,361 in 83 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts83ACCOUNTS
Average Account Value$58,089
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, MD, TX
Patrick Ortman (CRD# 5422336) is an Investment Advisor Representative working at Ortman Financial Planning in Odenton, MD and has over 6 years of experience in the finance industry.