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CFP
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CFP

Amir Donte Dreams

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
1,218 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$3.8B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
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Contact

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Amir Donte Dreams

Location

One West Pennsylvania Avenue, Suite 500, Towson, MD, 21204

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Greenspring Advisors, LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
The Kelly Group
September 2021 - October 2023 · 2 yrs 1 mo
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.
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Amir Donte Dreams