WBH Advisory is an investment advisor in Baltimore with $1.30 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Wagner Bowman Management Corp, Wagner Capital Management Corp
SEC CIK
IRS number
521420975
SEC advisor number
801-27973
FINRA CRD number
105289
AUM ?
$1.29 bn
(as of 7 Mar 24)
Accounts
2,220
(as of 7 Mar 24)
Employees
14
(11 investment advisory or research)
Address
WBH Advisory
1829 RESITERSTOWN ROAD,
225
PIKESVILLE
MD 21208
1829 RESITERSTOWN ROAD,
225
PIKESVILLE
MD 21208
Phone
4106538198
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
12 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22
13F-HR
Quarterly holdings report by institutional manager
25 Oct 21