Annapolitan Investment Group, Inc.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Annapolis, Maryland
CRD number
132539
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Annapolitan Investment Group, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm primarily serves institutional clients and operates concurrently as a registered representative of a broker-dealer and as an insurance broker. Its advisory offerings include financial planning, pension consulting, and educational seminars or workshops. Fee arrangements are reported as hourly charges and fixed fees. FINTRX flags the firm as not actively incorporating ESG criteria into its investment process and not operating as a multi-state adviser or a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Paul Evans

    Paul Evans

    Managing PartnerCRD 4453325

  • Melissa Frawley

    Melissa Frawley

    Managing PartnerCRD 2672930

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth