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Giordano Asset Management LLC (Annapolis)


Giordano Asset Management LLC is an adviser based in Annapolis. It manages $2 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005.

Giordano Asset Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Giordano Asset Management: assets under management

The assets under management (AUM) of Giordano Asset Management LLC is $2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Giordano Asset Management LLC 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.

Based in Annapolis

The principal office where Giordano Asset Management LLC performs its advisory services is located at 2530 Riva Road, Annapolis, MD 21401 7414, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 410-224-6000 or by fax 410-224-4522. The normal business hours are 9:00am to 5:00pm on Monday - Friday.


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