Gaineswood Investment Management, Inc. is an adviser based in Baltimore. It manages $53.64 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2009.
Gaineswood Investment Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gaineswood Investment Management, Inc. is $53.64 million. The firm's AUM has grown by 21% 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 Gaineswood Investment Management, Inc. for their services and products based on a percentage of assets under management 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.
William Wendell Baker has been acting as President since 1 Jan 1996. Michelle Bernardian England joined the executive team most recently as the Chief Compliance Officer.
The principal office where Gaineswood Investment Management, Inc. performs its advisory services is located at 2800 Quarry Lake Drive, Baltimore, MD 21209, which is also the mailing address of the firm. An additional office of the firm is in Scottsdale, AZ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-764-3500 or by fax 410-318-5048. The normal business hours are 9am to 5pm est on Monday - Friday. You can find more information about the New York firm at www.gaineswood.com.