Variphase Financial Partners, LLC
Variphase Financial Partners, LLC (CRD# 115888) is a financial advisory firm headquartered in Baltimore, MD. They manage $41,085,094 in 150 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management41MILLION
Total Number of Accounts150ACCOUNTS
Average Account Value$273,901
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
DC, FL, MD, NH, TX, VA
Jonathan Lowenberg (CRD# 2761155) is an Investment Advisor Representative working at Variphase Financial Partners, LLC in Baltimore, MD and has over 21 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.
James Rossman (CRD# 2969401) 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.