Thalheimer Financial Planning, LLC

Thalheimer Financial Planning, LLC (CRD# 117610) is a financial advisory firm headquartered in Silver Spring, MD. They manage $51,826,030 in 109 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8403 Colesville Road, Suite 1100, Silver Spring, MD 20910
http://www.thalheimerfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $475,468
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Thalheimer Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven Thalheimer, financial advisor Silver Spring MD
Steven Thalheimer
CRD#: 4488367
8403 Colesville Road, Suite 1100, Silver Spring, MD 20910

Steven Thalheimer (CRD# 4488367) is an Investment Advisor Representative working at Thalheimer Financial Planning, LLC in Silver Spring, MD and has 1 year 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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