and Wealth Partners LLC
Legal Name: AND WEALTH PARTNERS, LLC
1629 THAMES STREET, SUITE 300, BALTIMORE, MD
Full Contact Details
Other Info
And Wealth Partners LLC is legally known as AND WEALTH PARTNERS, LLC. It is a NY Limited Liability Company. This firm has 3 employees, of which 1 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 2, 2009.
Direct Owners
-
DORIE HARRIET FAIN
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns 75% or more
Firms Located Nearby
- T Rowe Price Associates Inc
- Brown Advisory Securities LLC
- Philadelphia Partners Capital Management LLC
- Brown Advisory Investment Solutions Group LLC
- Mount Vernon Associates Inc
- Maryland Capital Management LLC
- LOMBARD ADVISERS INCORPORATED
- Adams Diversified Equity Fund Inc
- PNC Capital Advisors LLC
- Adams Funds Advisers LLC
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 6, 2019
- Amazon.com Inc $40,437k
- MICROSOFT CORP $40,137k
- VISA INC COM CL A $37,906k
- Apple Inc $35,005k
- Thermo Fisher Scientific Inc $29,622k
- ALPHABET INC $27,404k
- JPMORGAN CHASE & CO $26,687k
- ADOBE INC $20,575k
- MERCK & CO INC $20,265k
- PFIZER INC $19,480k