Christina
Walters

D.F. Dent And Company, Inc

CRD#6316995
Investment Advisor
in Baltimore, MD

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About this Advisor

Christina Walters is a financial advisor based in Baltimore, Maryland, working with D.F. Dent And Company, Inc. Christina has previously held positions at D.F. Dent And Company, Inc and Croft-Leominster, Inc. Christina is registered to provide services in Maryland. Currently, Christina is part of D.F. Dent And Company, Inc, which operates out of Baltimore, Maryland. The firm has 31 employees and manages assets totaling $8.1 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at D.F. Dent And Company, Inc includes asset-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

400 East Pratt Street, 7Th Floor
Baltimore, MD 21202-3127

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D.F. Dent And Company, Inc Brokerage Details

Total Assets Under Management

$8,146,343,136

MD Average: $6,889,882,315
Total Number of Employees

31

MD Average: 45
Total Number of Accounts

1,339

MD Average: 765
Average Account Size

$6,083,901

MD Average: $9,006,382

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

2023 - Present (1 year)

D.F. Dent And Company, Inc

2018 - Present (6 years)

D.F. Dent And Company, Inc

2013 - 2017 (4 years)

Croft-Leominster, Inc

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

Christina Walters
Baltimore, MD
Noelle Savage
Baltimore, MD
Michael Morrill
Baltimore, MD
Gary Mitchell
Baltimore, MD
Matthew Dent
Baltimore, MD
Linda Mccleary
Baltimore, MD
Thomas O'Neil
Baltimore, MD
Daniel Dent
Baltimore, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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