Baltimore-Washington Financial Advisors

Finance · Maryland, United States · 11-50 Employees

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Overview

Headquarters

5950 Symphony Woods Rd Ste 600, Columbia...

Phone Number

(410) 461-3900

Revenue

$9.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
3
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About Baltimore-Washington Financial Advisors

Baltimore-Washington Financial Advisors is a nationally recognized wealth management firm that has been providing objective financial advice since 1986. The firm offers a comprehensive range of services including investment management, financial planning, tax planning, and estate services, all in a Fee-Only setting to ensure transparency and eliminate conflicts of interest. Their intended clients include families, individuals, business owners, and federal employees seeking tailored financial solutions. BWFA is committed to delivering better solutions, service, and results for their clients.Explore more
Baltimore-Washington Financial Advisors's Social MediaPopular SearchesBaltimore-washington Financial AdvisorsBaltimore Washington Financial AdvisorsBaltimore-Washington Financial Advisors IncBaltimore - Washington Financial Advisors IncBWFA IncSIC Code 62,628NAICS Code 52,523Show more

Baltimore-Washington Financial Advisors Org Chart

RC
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President & Chief Executive Officer

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JM
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Chief Operating Officer

PhoneEmail
JC
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Chief Information Officer & Associate Portfol...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Baltimore-Washington Fina...

$9.5M
11-50
Private
<$5M
1986
RC
Robert CarpenterPresident & CEO
$43.8M
51-200
Private
<$5M
2003
SS
Steven SimonChairman & CEO
$33M
51-200
Private
-
2014
TH
Tanner HamiltonDirector, Advisory Support
$7.6M
11-50
Private
-
2013
KB
Karen BenedictSenior VP, Investments
$6.2M
11-50
Private
<$5M
2004
<$5M
11-50
Private
-
2001
N/A
<$5M
11-50
Private
<$5M
1998
TD
Theodore DanielsFounder & President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Baltimore-Washington Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Baltimore-Washington Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Baltimore-Washington Financial Advisors.

Baltimore-Washington Financial Advisors financials insights

Gather financial insights about Baltimore-Washington Financial Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All Baltimore-Washington Financial Advisors's Financials Insights

Baltimore-Washington Financial Advisors Tech Stack

A closer look at the technologies used by Baltimore-Washington Financial Advisors

Most Recent Scoops

Facilities Relocation / Expansion
Baltimore-Washington Financial Advisors is planning to move offices in March 2025. The move will impact approximately 40 employees at the existing office located at 5950 Symphony Woods Rd, Suite #600, Columbia, MD.
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Baltimore-Washington Financial Advisors News & Media

  • Internships at Baltimore-Washington Financial Advisors Offers Training in Financial Services

    The team of interns were involved in several projects over the summer, such as content development and website design of BWFA’s latest service, financial planning for executives, market research, and the creation of white papers on the topics of real estate investment, cryptocurrency regulations, and social security. (PRWeb October 18, 2021) Read the full story at https://www.prweb.com/releases/internships_at_baltimore_washington_financial_advisors_offers_training_in_financial_services/prweb1826
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Frequently Asked Questions Regarding Baltimore-Washington Financial Advisors

What is Baltimore-Washington Financial Advisors's official website?
Baltimore-Washington Financial Advisors's official website is www.bwfa.com
What is Baltimore-Washington Financial Advisors's Revenue?
Baltimore-Washington Financial Advisors's revenue is $9.5 Million
What is Baltimore-Washington Financial Advisors's SIC code?
Baltimore-Washington Financial Advisors's SIC: 62,628
What is Baltimore-Washington Financial Advisors's NAICS code?
Baltimore-Washington Financial Advisors's NAICS: 52,523
How many employees does Baltimore-Washington Financial Advisors have?
Baltimore-Washington Financial Advisors has 11-50 employees
What industry does Baltimore-Washington Financial Advisors belong to?
Baltimore-Washington Financial Advisors is in the industry of: Finance, Securities Trading
What is Baltimore-Washington Financial Advisors competition?
Baltimore-Washington Financial Advisors top competitors include: Cassaday & Company, NW Financial Advisors, NESARA corporations, AdvicePeriod
What technology does Baltimore-Washington Financial Advisors use?
Some of the popular technologies that Baltimore-Washington Financial Advisors uses are: Google Remarketing, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Baltimore-Washington Financial Advisors?
Baltimore-Washington Financial Advisors contact info: Phone number: (410) 461-3900 Website: www.bwfa.com
What does Baltimore-Washington Financial Advisors do?

Baltimore-Washington Financial Advisors is a nationally recognized wealth management firm that has been providing objective financial advice since 1986. The firm offers a comprehensive range of services including investment management, financial planning, tax planning, and estate services, all in a Fee-Only setting to ensure transparency and elimin... ate conflicts of interest. Their intended clients include families, individuals, business owners, and federal employees seeking tailored financial solutions. BWFA is committed to delivering better solutions, service, and results for their clients.Read More

What are Baltimore-Washington Financial Advisors social media links?
Baltimore-Washington Financial Advisors Linkedin page Baltimore-Washington Financial Advisors Twitter page Baltimore-Washington Financial Advisors Facebook page
Is Baltimore-Washington Financial Advisors a public company?
Baltimore-Washington Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about Baltimore-Washington Financial Advisors

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