Midland Advisory Services Inc is a large advisory firm based in Baltimore. It manages $498.35 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Maryland, and Michigan.
Midland Advisory Services provides portfolio management for pooled investment vehicles. 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 Midland Advisory Services Inc is $498.35 million. The firm's AUM has grown by 164% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Midland Advisory Services Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Joseph Banks has been acting as President since 1 Jun 1988. Inc. Midland Financial Holdings joined the executive team most recently as the Corporation.
The principal office where Midland Advisory Services Inc performs its advisory services is located at The Pier Iv Building, Baltimore, MD 21202, which is also the mailing address of the firm. An additional office of the firm is in Clearwater, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 443-263-2900 or by fax 410-727-5387. The normal business hours are 8:30am to 5:30pm on Monday - Friday. You can find more information about the New York firm at www.gomidland.com.