Society Investment Management

Society Investment Management (CRD# 121697) is a financial advisory firm headquartered in , . They manage $18,247,251 in 85 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $214,674
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Society Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Fridley, financial advisor Baltimore MD
Gregory S. Fridley
CRD#: 2136583
Baltimore, MD

Gregory Fridley (CRD# 2136583) is an Investment Advisor Representative working at Society Investment Management in Baltimore, MD and has over 31 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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