Adag, LLC is an adviser based in Columbia. It manages $54.12 million of regulatory assets for 188 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Florida, Louisiana, Maryland, and Virginia.
Adag provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Adag, LLC is $54.12 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Adag, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Adag, LLC performs its advisory services is located at 6700 Alexander Bell Drive, Columbia, MD 21046, which is also the mailing address of the firm. An additional office of the firm is in Towson, MD. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-884-3120 or by fax 410-884-3119. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.