Baltimore-Washington Financial Advisors Revenue
Financial Services • 
10960 Grantchester Way, Suite 110, United States • 21-50 Employees
Baltimore-Washington Financial Advisors revenue & valuation
| Annual revenue | $5,200,552 |
| Revenue per employee | $116,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $16,700,000 |
| Total funding | No funding |
Key Contacts at Baltimore-Washington Financial Advisors
Rob Carpenter
Ceo & President
Brian Macmillan
Managing Director M&A
Sandy Hornor
Managing Director, Executive Committee
Meghan Manas
Director, Client Services
Bob Cassel
Director Of Tax Services
Rob Carpenter
Chief Executive Officer
Company overview
| Headquarters | 10960 Grantchester Way, Suite 110, Columbia, Maryland 21044, US |
| Phone number | +14104613900 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement Planning, Retirement Income, Mergers & Acquisitions, Financial Planning, Estate Planning, Investment Management, Tax Consulting |
| Founded | 1986 |
| Employees | 21-50 |
| Socials |
Baltimore-Washington Financial Advisors Email Formats
Baltimore-Washington Financial Advisors uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@bwfa.com), used 59% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@bwfa.com | 59% |
{first name}{last name} | johndoe@bwfa.com | 33.3% |
{last name}{last name} | doedoe@bwfa.com | 5.1% |
{first name} | john@bwfa.com | 2.6% |
About Baltimore-Washington Financial Advisors
BWFA is one of the area’s leading comprehensive wealth management firms. Nationally recognized and based in the Baltimore-Washington region, we serve clients throughout the United States. Our team of approximately twenty professionals includes dedicated experts in: investment management; financial, retirement, & estate planning; tax services; and business services. We coordinate outside legal, accounting, and business advisory resources as necessary, bringing it all together for our clients. Better Service. Better Solutions. Better Results. http://www.bwfa.com/ Facebook: www.facebook.com/1bwfa YouTube: https://www.youtube.com/watch?v=oCEo_UtmFvk https://www.bwfa.com/social-media-disclaimer/
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Baltimore-Washington Financial Advisors has 27 employees across 5 departments.
Departments
Number of employees
Funding Data
Baltimore-Washington Financial Advisors has never raised funding before.
Baltimore-Washington Financial Advisors Tech Stack
Discover the technologies and tools that power Baltimore-Washington Financial Advisors's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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