Winter
Troxel
Bridgemark Wealth Management
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About this Advisor
Winter Troxel is a financial advisor working in Rockville, Maryland with 6 years of industry experience. Troxel works at Bridgemark Wealth Management. They have spent all of their employment at Bridgemark Wealth Management. Troxel holds Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Maryland and Virginia. Bridgemark Wealth Management is a company operating out of Rockville, MD. It oversees $173 million in total assets across its 782 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 782 customer accounts, 18% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees typically vary depending on which services the firm provides the client. Fee types billed by Bridgemark Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bridgemark Wealth Management Brokerage Details
$173,261,107
5
782
$221,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Winter Troxel Work History
Winter has been registered as a financial advisor for 6 years.*
Monumental Financial Group, Inc Dba Bridgemark Wealth Management
*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 Winter Troxel 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 Bridgemark Wealth Management
Rockville, MD
Rockville, MD
Rockville, MD
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