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| Frederick Financial Consultants LLC
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| |
|---|---|
| CRD # | 314290 |
| SEC # | 801-121334 |
| CIK # | |
| AUM | $389.5 MM (2024-07-31) |
| Employees | 7 (71% Investors, 71% Brokers) |
| Phone | 301-228-9300 |
| Address | 7101 Guilford Drive, Frederick, MD 21704 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 502 | 111.0 |
| (b) Individuals (high net worth individuals) | 224 | 276.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,228 | 389.5 |
| By Discretionary | ||
| Discretionary | 2,228 | 389.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,228 | 389.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 389.5 | |
| Total | 2,228 | 389.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealth Effects LLC
✚
|
MA | 0.4 |
|
Carl P Sherr & Co LLC
✚
|
MA | 0.4 |
|
Selective Wealth Management Inc
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|
VA | 0.4 |
|
Oldfather Financial Services LLC
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|
NE | 0.4 |
|
Financial Freedom LLC
✚
|
OH | 0.4 |
|
Strathmore Capital Advisors Inc
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|
NC | 0.4 |
|
Acumen Financial Advisors LLC
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|
MN | 0.4 |
|
McCarthy Grittinger Financial Group LLC
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|
WI | 0.4 |
|
Sierra Investment Management Inc
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|
CA | 0.4 |
|
Fruth Investment Management
✚
|
TX | 0.4 |