Strudwick & Associates Inc (Baltimore)

Name: Strudwick & Associates Inc
Address: 12 East Eager Street, Baltimore, MD, 21202
Telephone: 410-727-6444

Strudwick & Associates Inc is an adviser based in Baltimore. It manages $56.32 million of regulatory assets for 575 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Maryland.

Strudwick & Associates provides portfolio management for individuals and small businesses and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Strudwick & Associates: assets under management

The assets under management (AUM) of Strudwick & Associates Inc is $56.32 million. The firm's AUM has grown by 82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $54.18 million in discretionary accounts and $2.14 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $98.87 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $79.36 thousand.

Strudwick & Associates has custody of $45 million in cash and securities for 200 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Strudwick & Associates Inc for their services and products based on a percentage of assets under management. 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.

Careers at Strudwick & Associates Inc

Martin Barry Strudwick has been acting as President since 1 Jun 1982. Stephanie Green joined the executive team most recently as the Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Martin Barry Strudwick	President	1 Jun 1982	75% - 100%	2201523
M. Barry Strudwick	Chief compliance officer	1 Jun 1982	75% - 100%	52-2102680
Michael Frank Torino	Chief compliance officer	1 Mar 2006	Other	5275765
Mike F Torino	Chief compliance officer	1 Mar 2006	Other	5275765
Stephanie Green	Cco	1 Jan 2012	Other	5275765
Martin Barry Strudwick	Cco	1 Jan 2012	75% - 100%	5275765

Based in Baltimore

The principal office where Strudwick & Associates Inc performs its advisory services is located at 12 East Eager Street, Baltimore, MD 21202, 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 410-727-6444 or by fax 410-783-9070. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at noload.com.