WIDMANN FINANCIAL SERVICES
Firm details
- Headquarters
- BOWIE, Maryland
- CRD number
- 289106
- Registered since
- October 29, 2017
- Website
- www.widmannfinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.02%
- Individuals36.23%
- Corporations / Businesses1.69%
- Charitable Organizations1.05%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Widmann Financial Services is an independent, SEC-registered registered investment adviser that provides financial planning and portfolio management primarily for individuals and families. The firm is organized as a corporation and has been SEC-registered since 2017. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Compensation includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Widmann does not market itself as a capital allocator, does not operate as a multi-state adviser, and is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities24%
- Cash & Cash Equivalents13%
- US Government Bonds2%
Contacts
3 of 6DAVID WOLF
Financial ConsultantCRD 1307572
WILLIAM GAINES
Financial ConsultantCRD 6883077
ROBERT READY
Financial ConsultantCRD 4140598
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$70.7M in ETFs
79%
$55.9M
20%
$14.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $10.4M | 114,493 | 14.66% |
Location
BOWIE, MD
PRINCE GEORGES
Location
BOWIE, MD
Headquartered in BOWIE, 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
- PRINCE GEORGES
- Address
- 4321 Northview Dr
- Time zone
- ET (UTC-5)
- Office locations
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