RIA Intel›Advisers›Maryland›PICKET FENCE FINANCIAL, LLC

PICKET FENCE FINANCIAL, LLC

Advisory

FOREST HILL, MD

Data as of Mar 13, 2025 · Source: SEC Form ADV

Rank in MD

#450

of 468 advisers by AUM

Average account

$209K

across 241 accounts

AUM per adviser

$50M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2025.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients96

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MD, TX

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

96 clients

37 high-net-worth

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

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

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