Realterm

Realterm (CRD# 322689) is a financial advisory firm headquartered in Annapolis, MD. They manage $9,209,242,000 in 13 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
201 West Street, Annapolis, MD 21401
https://www.realterm.com
By the Numbers
  • Total Assets Under Management
    9,209
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $708,403,231
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, IL, MD, NY, TX

Financial Advisors at Realterm
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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