Towson Financial Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 285056
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI53.39%
- Individuals31.79%
- Charitable Organizations14.82%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Towson Financial Advisors, LLC is an independent registered investment advisory firm organized as an LLC and owned by an individual principal. The firm focuses on serving individual and family clients and provides financial planning and portfolio management services for individuals and small businesses. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. Towson Financial Advisors does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or capital allocator. The firm lists an affiliation with an accountant in its industry connections.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds92%
- Cash & Cash Equivalents6%
- Exchange Traded Equities2%
Contacts
1 of 1
Stephen Olah
Managing MemberCRD 2700362
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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