Schiff Wealth Advisors, LLC
Schiff Wealth Advisors, LLC (CRD# 146375) is a financial advisory firm headquartered in Baltimore, MD. They manage $33,280,371 in 121 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Schiff Wealth Advisors, LLC
By the Numbers
-
Total Assets Under Management33MILLION
-
Total Number of Accounts121ACCOUNTS
-
Average Account Value$275,044
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at Schiff Wealth Advisors, LLC
1
Andrew Davis (CRD# 3201324) is an Investment Advisor Representative working at Schiff Wealth Advisors, LLC in Baltimore, MD and has over 25 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.