# BIEGEL & WALLER LLC

BIEGEL & WALLER LLC of COLUMBIA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 109597
- Type: SEC-registered investment adviser
- SEC file number: 801-57900
- Location: 10211 WINCOPIN CIRCLE, SUITE 300, COLUMBIA, MD, 21044
- Phone: 410-997-0994
- Latest filing: 2019-03-27
- Regulatory AUM: $511.6M
- Discretionary AUM: $511.6M
- Clients: 11
- Accounts: 1,256

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| SMITH LORINE ANN | ASSOCIATE PORTFOLIO STRATEGIST | — |
| WALLER JAMES B | MANAGING MEMBER | — |
| BIEGEL MARK DAVID | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER; MANAGING MEMBER; MANAGING MEMBER/CCO | — |
| JENKINS PETER P | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | — |
| BIEGEL MARK | MANAGING MEMBER | — |
| JAWORSKY STEVEN ANTHONY | SENIOR PORTFOLIO STRATEGIST | — |
| JAWORSKI STEVEN ANTHONY | SENIOR PORTFOLIO STRATEGIST | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109597/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109597/similar
- Related entities: https://search.stillhousedata.com/firm/109597/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109597

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.