RIA Intel›Advisers›Maryland›FINANCIAL POSITIONING SYSTEM, INC

FINANCIAL POSITIONING SYSTEM, INC

Advisory

DERWOOD, MD

Data as of Feb 15, 2024 · Source: SEC Form ADV

Average account

$175K

across 14 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 15, 2024.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

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

ATLAS SUSTAINABLE WEALTH, LLC

$2M

STANDUP ADVISORS, LLC

$2M

SHORE FINANCIAL ADVISORS, LLC

$3M

GIORDANO ASSET MANAGEMENT LLC

$2M

ISLANDS EAST ADVISORS LLC

$3M

LEVIN FINANCIAL SERVICES, INC.

OWINGS MILLS, MD

$2M

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