| Firm Name | Type | Location | AUM | Contact | |
|---|---|---|---|---|---|
| Wealth Manager | Lutherville Timonium, United States | $5.0B | |||
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About
Harbor Investment Advisory is an investment advisor based in Lutherville Timonium, Maryland. Established in 2009, the firm offers portfolio management services, family office services, wealth management, and asset management services. Harbor is a full-service investment firm that focuses exclusively on serving wealthy individuals, families, and institutions. The assets are managed by the executive management team. This firm is a Registered Investment Adviser (RIA). Founded2009 Website Contacts
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| Wealth Manager | Timonium, United States | $1.5B | |||
|
About
Berman McAleer is a wealth manager based in Timonium, US. Founded in 2002. Reported AUM: $1.5B. Founded2002 Website Investment TypesHybrid Contacts
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| Wealth Manager | Timonium, United States | $191M | |||
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About
Waypoint Wealth Management is a wealth manager based in Timonium, US. Founded in 1996. Reported AUM: $191M. Founded1996 Website Contacts
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| Wealth Manager | Timonium, United States | — | |||
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About
L. Warner Companies is a wealth manager based in Timonium, US. Founded in 1992. Founded1992 Website Contacts
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