Strudwick & Associates Inc is an adviser based in Baltimore. It manages $56.32 million of regulatory assets for 575 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Maryland.
Strudwick & Associates provides portfolio management for individuals and small businesses and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Strudwick & Associates Inc is $56.32 million. The firm's AUM has grown by 82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Strudwick & Associates Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Martin Barry Strudwick has been acting as President since 1 Jun 1982. Stephanie Green joined the executive team most recently as the Cco.
The principal office where Strudwick & Associates Inc performs its advisory services is located at 12 East Eager Street, Baltimore, MD 21202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-727-6444 or by fax 410-783-9070. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at noload.com.