Winter
Troxel
Bridgemark Wealth Management
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About this Advisor
Winter Troxel is a financial advisor based in Rockville, Maryland, working with Bridgemark Wealth Management. Winter has previously held a position at Monumental Financial Group, Inc Dba Bridgemark Wealth Management. Winter has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Maryland and Virginia. Currently, Winter is part of Bridgemark Wealth Management, which operates out of Rockville, Maryland. The firm has 5 employees and manages assets totaling $216.3 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Bridgemark Wealth Management includes asset-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Bridgemark Wealth Management Brokerage Details
$216,299,984
5
898
$240,869
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Winter Troxel Work History
Monumental Financial Group, Inc Dba Bridgemark Wealth Management
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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