Annapolitan Investment Group, Inc.
Firm details
- Headquarters
- Annapolis, Maryland
- CRD number
- 132539
- Website
- www.raymondjames.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Annapolitan Investment Group, Inc. operates as an independent registered investment advisor (RIA) focusing primarily on institutional clients. The firm provides a range of services including financial planning, pension consulting, and educational seminars. While it does not actively engage in ESG investing, Annapolitan Investment Group has established itself as a versatile player in the financial services sector, also functioning as a registered representative of a broker-dealer and an insurance broker. The firm is structured as a corporation and is owned by an individual.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Melissa Frawley
Co-Branch ManagerCRD 2672930
Paul Evans
Co-Branch ManagerCRD 4453325
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Annapolis, MD
Anne Arundel
Location
Annapolis, MD
Headquartered in Annapolis, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Anne Arundel
- Address
- 1205 West St
- Time zone
- ET (UTC-5)
- Office locations
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