Samrang Vattana
Hai
Partnership Wealth Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Samrang Vattana Hai is a chartered financial analyst based in Towson, Maryland who has 3 years of industry experience. Hai currently works for Partnership Wealth Management. During their career, Hai has held roles at Partnership Wealth Management, Iam National Pension Fund, Horan Capital Management, LLC and Dover Road, LLC Dba Belleros Capital Management. Hai has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Maryland. Partnership Wealth Management is an advisory firm operating out of Towson, MD. It oversees $191 million in assets under management between its 462 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 462 client accounts, 46% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and publication of newsletters. Financial advisory fees usually depend on which service is offered. However, fees billed by Partnership Wealth Management likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Partnership Wealth Management Brokerage Details
$190,976,000
4
462
$413,368
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Samrang Vattana Hai Work History
Samrang Vattana has been registered as a financial advisor for 3 years.*
Partnership Wealth Management
Dover Road, LLC Dba Belleros Capital Management
Horan Capital Management, LLC
Iam National Pension Fund
*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 Samrang Vattana Hai 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 Partnership Wealth Management
Towson, MD
Towson, MD
Towson, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
