Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers various investment management services, including wrap fee programs and advisory services. Fees vary based on the program chosen, the amount of assets managed, and the rate negotiated with your Financial Professional. Minimum account sizes vary by program. Clients also pay separately for trade execution and third-party sub-advisors in non-wrap advisory services.
Areas of Practice
Advisor Information
Office location
9690 Deereco Road, Suite 650, Timonium, MD, 21093
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ala is a Director at The L. Warner Companies, Inc., where she establishes and services accounts, executes money movement, monitors client requests, prepares reports, and executes trades, dedicating full-time hours to this role. She also works as a Property Manager for Casablanca West Apartments, handling property administration, rent collection, tenant screening, and advertising, which takes about a quarter of her time.