RIA Intel›Advisers›Maryland›BACZKOWSKI & COMPANY

BACZKOWSKI & COMPANY

Advisory

MD

Data as of Jan 2, 2024 · Source: SEC Form ADV

Average account
$100K
across 15 accounts
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 2, 2024.

Total AUM
$2M
Discretionary %
100%
Clients
8
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients8
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InMD
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

GENESIS CAPITAL MANAGEMENT, LLC
$2M
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$2M
KRH INVESTMENTS, LLC
$1M
POISE INVESTMENT ADVISORS
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LOCKSTEP FINANCIAL LLC
$1M
NOON INVESTMENT MANAGEMENT LLC
$1M

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