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$26.0M Total AUM
$26.0M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-21-2017
- Office Locations
- 1
Office Locations
-- Abingdon MD
About Towson Financial Advisors, LLC
Towson Financial Advisors, LLC is a Abingdon-based RIA. The firm has been operating for 9 years. Managing $26.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
63 AVG AGE
$26.0M AVG AUM / ADVISOR
$683.6K AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEPHEN OLAH
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #2700362
- 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 | $25,975,514 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,975,514 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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