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Variphase Financial Partners, LLC (Baltimore)


Variphase Financial Partners, LLC is an adviser based in Baltimore. It manages $41.93 million of regulatory assets for 177 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of District of Columbia, Florida, Maryland, New Hampshire, and Virginia.




Variphase Financial Partners provides financial planning services, portfolio management for individuals and small businesses, and advice on matters not involving securities.. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Variphase Financial Partners: assets under management

The assets under management (AUM) of Variphase Financial Partners, LLC is $41.93 million. The firm's AUM has grown by 58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $6.86 million in discretionary accounts and $35.07 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $263.91 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $232.24 thousand.
Variphase Financial Partners has custody of $41.93 million in cash and securities for 177 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Variphase Financial Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Baltimore

The principal office where Variphase Financial Partners, LLC performs its advisory services is located at 1211 S. Ellwood Ave., Baltimore, MD 21224 4914, 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 301-352-1877 or by fax 240-334-4313. The normal business hours are 9:00 am to 4:30 pm on Monday - Friday.


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