Emerging Growth Advisors Inc (Baltimore)

Emerging Growth Advisors Inc is an adviser based in Baltimore. It manages $1.8 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Maryland.

Emerging Growth Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Emerging Growth Advisors: assets under management

The assets under management (AUM) of Emerging Growth Advisors Inc is $1.8 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.8 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Emerging Growth Advisors Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Emerging Growth Advisors Inc

Peter Swift Welles has been acting as President since 1 May 1982. Edward Eaton Wendell joined the executive team most recently as the Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Swift Welles	President	1 May 1982	75% - 100%	4349963
Edward Eaton Wendell	Cco	1 Sep 2004	Other	4355678

Based in Baltimore

The principal office where Emerging Growth Advisors Inc performs its advisory services is located at 401 E Pratt Street, Suite 243, Baltimore, MD 21202 3041, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.