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MOUNT VERNON ASSOCIATES INC

UUIDdc39fc32-b6ed-53d0-98e8-0a70f2e24a25
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:49
Updated2025-10-23 02:23:49

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 107099 107099 1.0
cik 0000799003 799003
sec_file_number 801-26821 801-26821

Profile

WebsiteHTTP://WWW.MTVERNONASSOC.US
HQ CityBALTIMORE
HQ StateMD
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)234,447,352.0
  • RAUM (discretionary)234,447,352.0
  • Actionable assets224,737,250.0
  • Accounts126.0

Institutional Clients

  • Government AUM
  • Pension AUM47,633,475.0
  • Charitable AUM27,196,624.0
  • HNW AUM149,907,151.0

As of 2025-02-07 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.