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The Financial Consulate, Inc

● SEC registered since 1983CRD 106898SEC# 801-18829Hunt Valley, MD
Export (members)
Reg. AUM
$930M
Employees
23
Accounts
3,597
Location
Hunt Valley, MD

The Financial Consulate, Inc assets under management

The Financial Consulate, Inc operates as an SEC-registered investment adviser based in Hunt Valley, MD. The firm has been registered since 1983. It reports $930 million in regulatory assets under management and employs 23 people.
www.financialphysical.comView on SEC.gov ↗

The Financial Consulate, Inc owners & executives

4 reported
NameTitleOwnershipSince
Andrew Vincent Tignanelli ControlFounder And ChairmanOver 75%2020
Charles B Bender ControlChief Financial Officer5-10%2006
Christopher John O'Shea ControlChief Investment OfficerUnder 5%2019
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Frequently asked questions

How much does The Financial Consulate, Inc manage?

The Financial Consulate, Inc reports $930 million in regulatory assets under management on its Form ADV.

How many employees does The Financial Consulate, Inc have?

The Financial Consulate, Inc reports 23 employees.

Where is The Financial Consulate, Inc located?

The Financial Consulate, Inc is based in Hunt Valley, MD and has been SEC-registered since 1983.

Does The Financial Consulate, Inc disclose fund performance?

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

Contact & registration

Address11019 McCormick Road, Suite 200, Hunt Valley, MD 21031
Phone410-823-7283
Fax410-771-3006
Office hours8a.m. To 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$930M
Non-discretionary$0
Total (RAUM)$930M