The Financial Consulate Inc


Assets, Funds, Holdings

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The Financial Consulate Inc
CRD #106898
SEC #801-18829
AUM $415.5 MM (98% Disc, 100% US, 2019-09-04)
Employees21 (52% Investors, 0% Brokers)
Address201 International Circle
Hunt Valley, MD 21030
Source [IAPD] [Website]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
SCHF 13.8
ACIM 11.0
MKC 22,730.0 10.7
SCHB 10.6
SCHM 8.2
SCHX 6.8
RPG 6.7
GMF 5.9
AAPL 1,372,810.0 5.0
FNDX 3.7
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Allied Investment Advisors LLC
MT 0.4
Hanson & Doremus Investment Management
VT 0.4
Flaharty Asset Management LLC
FL 0.4
Preisz Associates Inc
OR 0.4
MELD Financial Inc
AL 0.4
Seabridge Wealth Management LLC
FL 0.4
Marathon Capital Group LLC
MA 0.4
The Johnston Group LLC
MN 0.4
Tealwood Asset Management Inc
MN 0.4
First Kentucky Securities Corporation
KY 0.4
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