Wagner Bowman Management Corp is a large advisory firm based in Baltimore. It manages $555.02 million of regulatory assets for 471 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Delaware, District of Columbia, and 8 other states.
Wagner Bowman Management Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wagner Bowman Management Corp is $555.02 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 105% 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 Wagner Bowman Management Corp for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The company employs 8 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. 7 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.
Daniel Ellis Wagner has been acting as President since 1 Apr 1987. Marc Jeffrey Hertzberg joined the executive team most recently as the Chief Compliance Officer.
The principal office where Wagner Bowman Management Corp performs its advisory services is located at 1777 Reisterstown Road, Baltimore, MD 21208 3106, which is also the mailing address of the firm. An additional office of the firm is in Chevy Chase, MD. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-653-7979 or by fax 410-653-8142. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at wagnercapital.net/.