Rock Creek Wealth Planners And Advisors LLC

Rock Creek Wealth Planners And Advisors LLC (CRD# 298104) is a financial advisory firm headquartered in Silver Spring, MD. They manage $50,207,650 in 450 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
8607 Cedar St., Silver Spring, MD 20910
http://www.rockcreekwealth.com/
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $111,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, DE, FL, GA, LA, MD, NC, NJ, NV, NY, PA, SC, TX, VA

Financial Advisors at Rock Creek Wealth Planners And Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lewis Baker, financial advisor Silver Spring MD
Lewis D. Baker
CRD#: 2543651
8607 Cedar St., Silver Spring, MD 20910

Lewis Baker (CRD# 2543651) is an Investment Advisor Representative working at Rock Creek Wealth Planners And Advisors LLC in Silver Spring, MD and has over 29 years of experience in the finance industry.

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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