Wagner Capital Management Corp (Baltimore)

Name: Wagner Capital Management Corp
Address: 1838 Greene Tree Rd, Baltimore, MD, 21208
Telephone: 410-653-7979

Wagner Capital Management Corp is a large advisory firm based in Baltimore. It manages $271.14 million of regulatory assets for 1,085 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Delaware, District of Columbia, and 6 other states.

Wagner Capital Management Corp provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wagner Capital Management Corp: assets under management

The assets under management (AUM) of Wagner Capital Management Corp is $271.14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $271.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $249.9 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wagner Capital Management Corp for their services and products based on a percentage of assets under management, hourly charges, fixed fees, 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 Wagner Capital Management Corp

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel Ellis Wagner	President	1 Apr 1987	75% - 100%	2141923
Marc Jeffrey Hertzberg	Chief compliance officer	1 Jan 2004	Other	3180785

Based in Baltimore

The principal office where Wagner Capital Management Corp performs its advisory services is located at 1838 Greene Tree Rd, Baltimore, MD 21208, 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 410-653-7979 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 www.wcmcwealth.com.