Schiff Wealth Advisors, LLC

Schiff Wealth Advisors, LLC (CRD# 146375) is a financial advisory firm headquartered in Baltimore, MD. They manage $33,280,371 in 121 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
100 West Road, Suite 410, Baltimore, MD 21204
http://www.schiffwealth.com
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $275,044
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Schiff Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Andrew Davis, financial advisor Baltimore MD
Andrew C. Davis
CRD#: 3201324
100 West Road, Suite 410, Baltimore, MD 21204

Andrew Davis (CRD# 3201324) is an Investment Advisor Representative working at Schiff Wealth Advisors, LLC in Baltimore, MD and has over 25 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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