Biegel & Waller LLC is a large advisory firm based in Columbia. It manages $511.63 million of regulatory assets for 1,256 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Delaware, District of Columbia, and 9 other states.
Biegel & Waller provides portfolio management for individuals and small businesses and investment consultng. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Biegel & Waller LLC is $511.63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 881% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Biegel & Waller LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Biegel & Waller is high net worth individuals with 183 clients and $446.06 million of assets under management. Among the 5 most similar advisory firms, Biegel & Waller has the 2nd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $510.09 million for 318 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Biegel & Waller doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Biegel & Waller LLC performs its advisory services is located at 10211 Wincopin Circle, Columbia, MD 21044, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-997-0994 or by fax 410-997-8473. The normal business hours are 8:30a-5:30p on Monday - Friday. You can find more information about the New York firm at biegelwaller.com.