RIA Intel›Advisers›Maryland›WASHINGTON SECURITIES CORPORATION

WASHINGTON SECURITIES CORPORATION

Advisory

CHEVY CHASE, MD

Data as of Mar 17, 2022 · Source: SEC Form ADV

Average account

$872K

across 8 accounts

AUM per adviser

$2M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2022.

Total AUM

$7M

Discretionary %

0%

Clients

8

Employees

10

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$7M

Discretionary AUM$0

Non-Discretionary AUM$7M

Discretionary %0%

Total Clients8

Team

Total Employees10

Investment Advisers4

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

8 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.

CLAIRWELL FINANCIAL PLANNING LLC

$7M

PRIORITY FINANCIAL ADVISORS, LLC

$7M

SENTINEL FINANCIAL PLANNING, LLC

$7M

THE PARKRIDGE COMPANIES, LLC

PIKESVILLE, MD

$7M

-92.6% 1Y

THE WEALTH SYNDICATE LLC

SILVER SPRING, MD

$7M

ODYSSEY INVESTMENTS, CORP.

OCEAN CITY, MD

$7M

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