$1.5M Total AUM
$1.5M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
22 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-19-2003
- Office Locations
- 1
Office Locations
-- Elkton MD
About Baczkowski & Company
Baczkowski & Company is a Elkton-based RIA. The firm has been operating for 22 years. Managing $1.5M in total assets under management, with 1 advisory representatives.
Team overview
68 AVG AGE
$1.5M AVG AUM / ADVISOR
$188.1K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Owner & Executives
J
JOSEPH EDWARD BACZKOWSKI
Director, President
- CRD
- #2653987
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,504,439 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,504,439 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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