B
$21.3M Total AUM
$14.8M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2012
- Office Locations
- 1
Office Locations
606 Baltimore Avenue Suite 203 Towson MD
About Baltimore Avenue Investments, LLC
Baltimore Avenue Investments, LLC is a Towson-based RIA. The firm has been operating for 14 years. Managing $21.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$21.3M AVG AUM / ADVISOR
$381.1K AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMES ANDREW FUNCK
Chief Compliance Officer, Managing Member
- CRD
- #2739956
- 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 | $14,781,271 | -- |
| Non-Discretionary | $6,559,968 | -- |
| Total | $21,341,239 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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