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Forbes Lists

#58
Maryland - State
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

Focus Area / Customer Base

Fiduciary Investment Mgt. Retirement & Charitable Strategies, Tax-Free Investments, DROP, 457, TSP, 401K, IRA Rollovers

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Contact Art
art.w@widmannfinancial.com
(301) 262-2919
4321 Northview Dr., Bowie, Maryland 20716
Asset Summary
As of Jun, 2023
$250K
Min Account Size For New Business
$500K-6M
Typical Size Of Households
$550K-6M
Typical Net Worth Of Relationships
$425M
Team Assets (Custodied)