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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Maryland Financial Group Inc
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|---|---|
| CRD # | 122320 |
| SEC # | 801-99348 |
| CIK # | |
| AUM | $880.3 M (2025-06-12) |
| Employees | 40 (92% Investors, 92% Brokers) |
| Phone | 301-251-8550 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 913 | 157.5 |
| (b) Individuals (high net worth individuals) | 797 | 676.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 9.8 |
| (h) Charitable organizations | 11 | 8.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 27.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,454 | 880.3 |
| By Discretionary | ||
| Discretionary | 2,454 | 880.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,454 | 880.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 880.3 | |
| Total | 2,454 | 880.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Legacy Edge Advisors LLC
✚
|
NY | 0.9 |
|
American Financial Advisors LLC
✚
|
GA | 0.9 |
|
Tobias Financial Advisors Inc
✚
|
FL | 0.9 |
|
Giraffes Inc
✚
|
MS | 0.9 |
|
Capital Investment Counsel Inc
✚
|
NC | 0.9 |
|
Sachetta LLC
✚
|
MA | 0.9 |
|
Lugano Financial Advisors Sa
✚
|
0.9 | |
|
The Pacific Center for Financial Services
✚
|
CA | 0.9 |
|
Altiora Financial Group LLC
✚
|
0.9 | |
|
Aufman Associates Inc
✚
|
PA | 0.9 |