CPA Teaches LLC
Firm details
- Headquarters
- Towson, Maryland
- CRD number
- 344201
- Fee structure
- Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
CPA Teaches LLC is a Maryland-based limited liability company that combines accounting activities with fee-for-service financial planning. The business is owned by an individual and is categorized in the source data as Unclassified. Its stated advisory activity is financial planning services and its primary business activity is accounting. The firm operates on a fixed-fee model and is not positioned as a capital allocator; it does not identify as an ESG-active investor or a multi-state adviser.
Assets & Accounts
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
Location
Towson, MD
Baltimore
Location
Towson, MD
Headquartered in Towson, 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
- Baltimore
- Address
- 920 Providence Rd
- Time zone
- ET (UTC-5)
- Office locations
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