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MARYLAND FINANCIAL GROUP, INC.

Advisory

N·ROCKVILLE, MD

Data as of Aug 5, 2024 · Source: SEC Form ADV

Total AUM
$880M
1-Year AUM Growth
+14.0%
3-Year CAGR
+11.3%
Employees
37
Assets Under Management
Total AUM$880M
Discretionary AUM$880M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,759
Team
Total Employees37
Investment Advisers40
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record47
First FilingMar 29, 2010
Latest FilingAug 5, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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