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| Frederick Financial Consultants LLC
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|
|---|---|
| CRD # | 314290 |
| SEC # | 801-121334 |
| CIK # | |
| AUM | $334.6 MM (2023-03-22) |
| Employees | 7 (71% Investors, 71% Brokers) |
| Phone | 301-228-9300 |
| Address | 7101 Guilford Drive, Frederick, MD 21704 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 596 | 84.5 |
| (b) Individuals (high net worth individuals) | 212 | 248.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,093 | 334.6 |
| By Discretionary | ||
| Discretionary | 2,092 | 333.7 |
| Non-Discretionary | 1 | 0.9 |
| Total | 2,093 | 334.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 334.6 | |
| Total | 2,093 | 334.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Davis Investment Partners LLC
✚
|
NC | 0.3 |
|
J Safra Sarasin Asset Management North America Ltd
✚
|
0.3 | |
|
The Legacy Financial Group Inc
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|
OK | 0.3 |
|
Hall Capital Management Company Inc
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|
RI | 0.3 |
|
Planning Directions Inc
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|
PA | 0.3 |
|
H I A - Helvetia Investment Advisors Sa
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|
0.3 | |
|
Ruedi Wealth Management Inc
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|
IL | 0.3 |
|
Templeton Financial Services Inc
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|
AZ | 0.3 |
|
Schubert & Company Inc
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|
TX | 0.3 |
|
Southern Capital Advisors LLC
✚
|
TN | 0.3 |