Variphase Financial Partners, LLC

Variphase Financial Partners, LLC (CRD# 115888) is a financial advisory firm headquartered in Baltimore, MD. They manage $46,409,700 in 175 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $265,198
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, FL, MD, NH, VA

Financial Advisors at Variphase Financial Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan B. Lowenberg
CRD#: 2761155
710 S Ann Street, Suite 300, Baltimore, MD 21231
96
Wealthminder
score

Jonathan Lowenberg (CRD# 2761155) is an Investment Advisor Representative working at Variphase Financial Partners, LLC in Baltimore, MD and has over 20 years of experience in the finance industry. Jonathan Lowenberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James A. Rossman
CRD#: 2969401
710 S Ann Street, Suite 300, Baltimore, MD 21231
93
Wealthminder
score

James Rossman (CRD# 2969401) is an Investment Advisor Representative working at Variphase Financial Partners, LLC in Baltimore, MD and has over 18 years of experience in the finance industry.

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