Van Sant & Mewshaw, Inc is a large advisory firm based in Hunt Valley. It manages $296.84 million of regulatory assets for 457 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Delaware, Florida, and 4 other states.
Van Sant & Mewshaw provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Van Sant & Mewshaw, Inc is $296.84 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 151% 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 Van Sant & Mewshaw, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Van Sant & Mewshaw is individuals with 432 clients and $256.47 million of assets under management. Among the 9 most similar advisory firms, Van Sant & Mewshaw has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $296.84 million for 456 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Van Sant & Mewshaw doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Van Sant & Mewshaw, Inc performs its advisory services is located at 11350 Mccormick Road, Hunt Valley, MD 21031 The mailing address of the firm is P.O. Box 687, Brooklandville, MD 21022 0687. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-825-8844 or by fax 410-825-8520. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at vs-m.com.