WEALTH ASSET MANAGEMENT, INC.
WEALTH ASSET MANAGEMENT, INC. of TOWSON, MD is an SEC-registered investment adviser (CRD 108336). Regulatory assets under management: $24.6M.
Registration
- CRD: 108336
- SEC file number: 801-19501
- Type: Registered investment adviser
- Location: 8600 LASALLE ROAD, SUITE 614, TOWSON, MD, 21286
- Phone: 410-583-6808
- Latest filing: 2007-06-19
- Regulatory AUM: $24.6M
- Discretionary AUM: $24.6M
- Clients: 1
- Accounts: 65
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| DANZ JOHN GORDON | PRESIDENT; PRESIDENT/CCO; PRESIDENT, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| OLDFIELD HARRY WALDRON | ESTATE OF H. OLDFIELD; VICE PRESIDENT | — |
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