Medallion Advisory Services, LLC (Severna Park)
Medallion Advisory Services, LLC is a large advisory firm based in Severna Park. It manages $266.26 million of regulatory assets for 3,139 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 40 other states.
Medallion Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
Medallion Advisory Services: assets under management
The assets under management (AUM) of Medallion Advisory Services, LLC is $266.26 million. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Medallion Advisory Services, LLC 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 Medallion Advisory Services, LLC
Roger Lee Thusius has been acting as President since 1 Mar 2001. Lorraine Ann Flowers joined the executive team most recently as the Secretary.
Direct owners and executive officers
Based in Severna Park
The principal office where Medallion Advisory Services, LLC performs its advisory services is located at 811 Gov. Ritchie Highway, Severna Park, MD 21146, which is also the mailing address of the firm. An additional office of the firm is in Rockville, MD. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-544-8400 or by fax 410-544-9699. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.medalliongroup.net.
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