Widmann Financial Services
Firm details
- Headquarters
- Bowie, Maryland
- CRD number
- 289106
- Registered since
- October 29, 2017
- Website
- www.widmannfinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.02%
- Individuals36.23%
- Corporations / Businesses1.69%
- Charitable Organizations1.05%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Widmann Financial Services is an independent registered investment adviser organized as a corporation and first SEC-registered in 2017. The firm is individually owned and serves primarily individual and family clients. Its advisory work centers on financial planning, portfolio management for individuals and small-business owners, and running educational seminars and workshops. Fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. The firm does not describe itself as an active ESG investor, is not set up as a multi-state adviser, and is not structured as a capital allocator.
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 Funds61%
- Exchange Traded Equities24%
- Cash & Cash Equivalents13%
- US Government Bonds2%
Contacts
3 of 7
David Wolf
Financial ConsultantCRD 1307572
William Gaines
Partner, Financial ConsultantCRD 6883077
Robert Ready
Financial ConsultantCRD 4140598
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$82M in ETFs
79%
$64.3M
21%
$17.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $11.5M | 118,732 | 13.99% |
Location
Bowie, MD
Prince Georges
Location
Bowie, MD
Headquartered in Bowie, 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
- Prince Georges
- Address
- 4321 Northview Dr
- Time zone
- ET (UTC-5)
- Office locations
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