Bellamah Andrew R Investment Advisory Inc (Silver Spring)

Bellamah Andrew R Investment Advisory Inc is a large advisory firm based in Silver Spring. It manages $55 million of regulatory assets for 239 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of District of Columbia, Maryland, and Virginia.

Bellamah Andrew R Investment Advisory provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bellamah Andrew R Investment Advisory: assets under management

The assets under management (AUM) of Bellamah Andrew R Investment Advisory Inc is $55 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $30 million in discretionary accounts and $25 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $218.98 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $245.1 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bellamah Andrew R Investment Advisory Inc for their services and products based on a percentage of assets under management, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Silver Spring

The principal office where Bellamah Andrew R Investment Advisory Inc performs its advisory services is located at 8730 Georgia Avenue, Silver Spring, MD 20910, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-562-7300 or by fax 301-562-7310. The normal business hours are 8:00 am to 6:00 pm on Monday - Friday.

Bellamah Andrew R Investment Advisory Inc (Silver Spring)

Bellamah Andrew R Investment Advisory: assets under management

Fees & Commissions

Based in Silver Spring

Registered investment advisers similar to Bellamah Andrew R Investment Advisory Inc