TIAS PLANNERS

TIAS PLANNERS of ANNAPOLIS, MD is an SEC-registered investment adviser (CRD 122348). Regulatory assets under management: $10.2M.

Registration

• CRD: 122348
• Type: Registered investment adviser
• Location: 1153 TYLER AVE., ANNAPOLIS, MD, 21403
• Phone: 410-248-9000
• Latest filing: 2025-02-01
• Regulatory AUM: $10.2M
• Non-discretionary AUM: $10.2M
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122348 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search