Annapolitan Investment Group, Inc.
Firm details
- Headquarters
- Annapolis, Maryland
- CRD number
- 132539
- Website
- www.raymondjames.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Annapolitan Investment Group, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm primarily serves institutional clients and operates concurrently as a registered representative of a broker-dealer and as an insurance broker. Its advisory offerings include financial planning, pension consulting, and educational seminars or workshops. Fee arrangements are reported as hourly charges and fixed fees. FINTRX flags the firm as not actively incorporating ESG criteria into its investment process and not operating as a multi-state adviser or a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Paul Evans
Managing PartnerCRD 4453325

Melissa Frawley
Managing PartnerCRD 2672930
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Annapolis, MD
Anne Arundel
Location
Annapolis, MD
Headquartered in Annapolis, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Anne Arundel
- Address
- 1205 West St
- Time zone
- ET (UTC-5)
- Office locations
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