What is the ADV?
This is BWFA's registration with the Securities and Exchange Commission (SEC). Part 1 provides basic information about the firm's organization and clients and is available at the
SEC's website by searching for "Baltimore Washington" in the
Investment Adviser Search section.
The Part 2 Brochure is most relevant to clients and includes information about our services, fees, and investment strategies. Download a PDF of our Part 2 Brochure.
