Baltimore-Washington Financial Advisors is an investment advisor in Columbia with $1.56 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
521677425
SEC advisor number
801-76893
FINRA CRD number
159388
AUM ?
$1.94 bn
(as of 21 Mar 24)
Accounts
3,822
(as of 21 Mar 24)
Employees
28
(11 investment advisory or research)
Address
Baltimore-Washington Financial Advisors
5950 SYMPHONY WOODS ROAD
SUITE 600
COLUMBIA
MD 21044
5950 SYMPHONY WOODS ROAD
SUITE 600
COLUMBIA
MD 21044
Phone
410-461-3900
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
8 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22