OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC of ROCKVILLE, MD is an SEC-registered investment adviser (CRD 168342). Regulatory assets under management: $407.2M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (7)

NameRoleLocation
Patrick Kenneth CarrollCHIEF COMPLIANCE OFFICER; GENERAL PARTNER
Todd Michael FeldmanMEMBER
CARROLL KENNETHACTIVE; CHIEF COMPLIANCE OFFICER; GENERAL PARTNER (+1 more)
CARROLL VIRGINIA ANNACTIVE; CAO; CHIEF COMPLIANCE OFFICER (+3 more)
PARIS STUART ALANACTIVE; MANAGING MEMBER
PARIS MICHAEL ROYACTIVE; MANAGING MEMBER
BUBELL ATHENACCO

Branch offices (2)

CityStateEmployeesPhone
COLUMBIAMO3301-990-4395
COLUMBIAMO3301-990-4395

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