PICKET FENCE FINANCIAL, LLC

PICKET FENCE FINANCIAL, LLC of FOREST HILL, MD is an SEC-registered investment adviser (CRD 139262). Regulatory assets under management: $50.5M.

Registration

• CRD: 139262
• Type: Registered investment adviser
• Location: 2012 ROCK SPRING RD., FOREST HILL, MD, 21050
• Phone: 410-878-2999
• Latest filing: 2025-03-13
• Regulatory AUM: $50.5M
• Discretionary AUM: $50.5M
• Clients: 2
• Accounts: 241

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 139262 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search