Christina
Walters
D.F. Dent And Company, Inc
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About this Advisor
Christina Walters is a certified financial planner based out of Baltimore, Maryland. Walters is on the advisory team at D.F. Dent And Company, Inc. The advisor has gained experience at D.F. Dent And Company, Inc and Croft-Leominster, Inc. Walters can operate in Maryland. D.F. Dent And Company, Inc is a registered investment firm based in Baltimore, MD. It has $7 billion in assets among its 1,413 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 106 charities and foundations. Of its 1,413 accounts, 70% are associated with high-net-worth investors who have at least $1 million in investable assets. D.F. Dent And Company, Inc provides a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management largely vary depending on which services are provided. Fee types charged by D.F. Dent And Company, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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D.F. Dent And Company, Inc Brokerage Details
$6,450,487,807
31
1,413
$4,565,101
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Christina Walters Work History
Christina has been registered as a financial advisor for 0 years.*
D.F. Dent And Company, Inc
D.F. Dent And Company, Inc
Croft-Leominster, Inc
Croft-Leominster, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christina Walters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at D.F. Dent And Company, Inc
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
