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.
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 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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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 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.