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Nazelrod & Associates Financial Services, Inc. (Towson)


Nazelrod & Associates Financial Services, Inc. is an adviser based in Towson. It manages $42.27 million of regulatory assets for 62 client accounts. It has been registered with the SEC as an adviser since 2010.

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Nazelrod & Associates Financial Services provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Nazelrod & Associates Financial Services: assets under management

The assets under management (AUM) of Nazelrod & Associates Financial Services, Inc. is $42.27 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $42.27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $681.76 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nazelrod & Associates Financial Services, 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.

Based in Towson

The principal office where Nazelrod & Associates Financial Services, Inc. performs its advisory services is located at 600 Fairmount Avenue, Towson, MD 21286, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-583-7662 or by fax 410-583-7718. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.nazelrodassociates.com.


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