Robert Comer Boehner

Employer firm

Financial Consulate CRD 106898

$1.10B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → Present
  The Financial Consulate Inc.
  Hunt Valley, MD

Other Businesses

"Robert C Boehner, CPA, PC" is a non operating entity receiving trailing revenue from prior accounting practice.

Designations

• Certified Financial Planner