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| Maryland Financial Group Inc
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| |
|---|---|
| CRD # | 122320 |
| SEC # | 801-99348 |
| CIK # | |
| AUM | $1.1 BB (2024-08-05) |
| Employees | 40 (92% Investors, 92% Brokers) |
| Phone | 301-251-8550 |
| Address | 2600 Tower Oaks Boulevard Rockville, MD 20852 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,439 | 211.7 |
| (b) Individuals (high net worth individuals) | 912 | 828.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 40 | 21.7 |
| (h) Charitable organizations | 9 | 4.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 36 | 46.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,859 | 1,112.4 |
| By Discretionary | ||
| Discretionary | 3,828 | 1,106.5 |
| Non-Discretionary | 31 | 5.9 |
| Total | 3,859 | 1,112.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,112.4 | |
| Total | 3,859 | 1,112.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Willis Johnson & Associates Inc
✚
|
TX | 1.2 |
|
Planning Alternatives Ltd
✚
|
MI | 1.2 |
|
Asset Advisors Investment Management LLC
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|
GA | 1.1 |
|
Professional Advisory Services Inc
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|
FL | 1.1 |
|
Ally Invest Advisors Inc
✚
|
NC | 1.1 |
|
TSA Portfolio Management Inc FKA TSA Management Inc
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|
NY | 1.1 |
|
J L Bainbridge & Co Inc
✚
|
FL | 1.1 |
|
Baldwin Investment Management LLC
✚
|
PA | 1.1 |
|
The Nemes Rush Group LLC
✚
|
MI | 1.1 |
|
Banyan Tree Asset Management LLC
✚
|
CA | 1.1 |