Annapolis Financial Services LLC

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CAFR Data
Annapolis Financial Services LLC
CRD #123095
SEC #801-95167
CIK #
AUM $376.5 MM (54% Disc, 100% US, 2020-03-28)
Employees7 (57% Investors, 0% Brokers)
Phone410-626-8198
Address582 Bellerive Road
Annapolis, MD 21409
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
50540430320210102004200920152021
Comparable Firms State AUM ($BB)
BGM Wealth Partners LLC
MN 0.4
Justinvest LLC
CA 0.4
Jamison Private Wealth Management Inc
GA 0.4
Ventira Private Wealth Management Ltd
0.4
Eichner Investment Planning LLC
OH 0.4
Compton Capital Management Inc
RI 0.4
ACT Two Investors LLC
CA 0.4
Waterway Wealth Management LLC
TX 0.4
Flood Gamble Associates Inc
NY 0.4
Richter Bober Asset Management LLC
CT 0.4
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