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Mount Vernon Associates Inc

● SEC registered since 1986CRD 107099SEC# 801-26821Baltimore, MD
Export (members)
Reg. AUM
$234.4M
Employees
3
Accounts
126
Location
Baltimore, MD

Mount Vernon Associates Inc assets under management

Mount Vernon Associates Inc is a registered investment adviser overseen by the SEC based in Baltimore, MD. The firm has been registered since 1986. It reports $234.4 million in regulatory assets under management and employs 3 people.

Mount Vernon Associates Inc owners & executives

3 reported
NameTitleOwnershipSince
Mark Carlson Sullivan ControlPresident50-75%2010
Nancy Van Dyke O'Hara ControlVice President/Chief Compliance Officer/Treasurer25-50%2008
Silas Winfield Cain ControlChairmanUnder 5%2010

Frequently asked questions

How much does Mount Vernon Associates Inc manage?

Mount Vernon Associates Inc reports $234.4 million in regulatory assets under management on its Form ADV.

How many employees does Mount Vernon Associates Inc have?

Mount Vernon Associates Inc reports 3 employees.

Where is Mount Vernon Associates Inc located?

Mount Vernon Associates Inc is based in Baltimore, MD and has been SEC-registered since 1986.

Does Mount Vernon Associates Inc disclose fund performance?

Mount Vernon Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address575 S Charles Street, Ste 401, Baltimore, MD 21201
Phone410-377-9780
Office hours8:30-4:00
SEC regionPhiladelphia Regional Office (PLRO)
CIK799003
Discloses disciplinary historyNo

Assets under management

Discretionary$234.4M
Non-discretionary$0
Total (RAUM)$234.4M