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Maryland Financial Group, Inc.

CRD 122320SEC# 801-99348
Export (members)
No longer SEC-registered. Maryland Financial Group, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$880.3M
Employees
40
Accounts
2,454
Location
—

Maryland Financial Group, Inc. assets under management

Maryland Financial Group, Inc. is an SEC-registered investment adviser. It reports $880.3 million in regulatory assets under management and employs 40 people.
View on SEC.gov ↗

Maryland Financial Group, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Amy Fernicola Cox ControlChief Compliance Officer; VpUnder 5%2005
Christopher Lee Cox ControlPresidentUnder 5%2005
The Monitor Group, LLC ControlOwnerOver 75%2005
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Frequently asked questions

How much does Maryland Financial Group, Inc. manage?

Maryland Financial Group, Inc. reports $880.3 million in regulatory assets under management on its Form ADV.

How many employees does Maryland Financial Group, Inc. have?

Maryland Financial Group, Inc. reports 40 employees.

Does Maryland Financial Group, Inc. disclose fund performance?

Maryland Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$880.3M
Non-discretionary$0
Total (RAUM)$880.3M